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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 | $103,163 | $103,392-0.2% | $87,104+18.4% | $152,897-32.5% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 22.88% | 28.10%-5.2pp | 28.19%-5.3pp | 345.43%-322.6pp |
| Employer contribution / active EE | $7,098 | $3,221+120.4% | $2,521+181.5% | $4,764+49.0% |
| Participant deferral / active EE | $3,662 | $4,778-23.4% | $4,048-9.5% | $5,851-37.4% |
| Admin fee / account holder | $1,169 | $12,194-90.4% | $7,491-84.4% | $11,599-89.9% |