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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,978 | $65,367+45.3% | $92,915+2.2% | $72,976+30.1% |
| Participation rate | 98.3% | 68.3%+30.0pp | 76.0%+22.3pp | 69.5%+28.8pp |
| Annual return | 24.46% | 42.11%-17.6pp | 109.45%-85.0pp | 81.02%-56.6pp |
| Employer contribution / active EE | $3,308 | $2,594+27.5% | $3,653-9.4% | $2,440+35.6% |
| Participant deferral / active EE | $5,977 | $3,128+91.1% | $4,238+41.0% | $3,608+65.7% |
| Admin fee / account holder | $1,260 | $4,251-70.4% | $5,796-78.3% | $5,124-75.4% |