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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 | $106,596 | $81,331+31.1% | $155,534-31.5% | $80,935+31.7% |
| Participation rate | 93.3% | 66.3%+27.1pp | 78.2%+15.1pp | 67.7%+25.7pp |
| Annual return | 17.52% | 33.37%-15.8pp | 64.92%-47.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $2,820 | $3,105-9.2% | $4,675-39.7% | $2,757+2.3% |
| Participant deferral / active EE | $6,572 | $3,454+90.3% | $5,630+16.7% | $4,299+52.9% |
| Admin fee / account holder | $968 | $7,999-87.9% | $15,900-93.9% | $6,924-86.0% |