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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 | $106,950 | $84,236+27.0% | $170,435-37.2% | $70,126+52.5% |
| Participation rate | 98.6% | 70.8%+27.8pp | 83.6%+15.0pp | 69.5%+29.1pp |
| Annual return | 17.34% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $3,256 | $3,387-3.9% | $5,432-40.1% | $2,343+39.0% |
| Participant deferral / active EE | $5,158 | $3,086+67.1% | $4,939+4.4% | $3,332+54.8% |
| Admin fee / account holder | $4,900 | $5,698-14.0% | $13,881-64.7% | $4,645+5.5% |