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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 | $98,743 | $95,404+3.5% | $113,397-12.9% | $82,637+19.5% |
| Participation rate | 97.1% | 72.8%+24.3pp | 76.5%+20.6pp | 68.1%+29.1pp |
| Annual return | 19.41% | 19.08%+0.3pp | 23.20%-3.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $6,514 | $2,307+182.4% | $2,977+118.8% | $2,552+155.2% |
| Participant deferral / active EE | $5,565 | $4,220+31.9% | $5,076+9.6% | $4,126+34.9% |
| Admin fee / account holder | $5,523 | $9,168-39.8% | $11,957-53.8% | $7,339-24.7% |