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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 | $91,758 | $103,393-11.3% | $87,103+5.3% | $152,909-40.0% |
| Participation rate | 94.7% | 79.4%+15.4pp | 76.9%+17.9pp | 82.5%+12.3pp |
| Annual return | 20.01% | 28.10%-8.1pp | 28.19%-8.2pp | 345.46%-325.5pp |
| Employer contribution / active EE | $3,309 | $3,221+2.7% | $2,521+31.2% | $4,764-30.5% |
| Participant deferral / active EE | $6,757 | $4,778+41.4% | $4,049+66.9% | $5,851+15.5% |
| Admin fee / account holder | $4,080 | $12,195-66.5% | $7,491-45.5% | $11,601-64.8% |