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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 | $105,726 | $77,817+35.9% | $123,553-14.4% | $64,173+64.8% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.2pp |
| Annual return | 4.77% | 12.49%-7.7pp | 119.21%-114.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $2,099 | $3,014-30.3% | $4,628-54.6% | $2,381-11.8% |
| Participant deferral / active EE | $9,635 | $5,240+83.9% | $6,426+49.9% | $3,470+177.7% |
| Admin fee / account holder | $2,043 | $5,519-63.0% | $9,284-78.0% | $4,887-58.2% |