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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 | $108,876 | $73,988+47.2% | $96,538+12.8% | $75,177+44.8% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 18.86% | 26.73%-7.9pp | 35.74%-16.9pp | 160.75%-141.9pp |
| Employer contribution / active EE | $2,924 | $2,930-0.2% | $3,740-21.8% | $2,671+9.5% |
| Participant deferral / active EE | $7,002 | $3,660+91.3% | $4,880+43.5% | $4,126+69.7% |
| Admin fee / account holder | $2,906 | $5,220-44.3% | $6,737-56.9% | $5,651-48.6% |