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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 | $100,985 | $72,269+39.7% | $101,271-0.3% | $79,852+26.5% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | 14.70% | 22.29%-7.6pp | 46.48%-31.8pp | 31.72%-17.0pp |
| Employer contribution / active EE | $8,854 | $2,692+228.9% | $3,660+141.9% | $2,471+258.3% |
| Participant deferral / active EE | $8,085 | $3,282+146.4% | $4,371+85.0% | $3,740+116.1% |
| Admin fee / account holder | $2,317 | $4,401-47.4% | $5,948-61.0% | $5,306-56.3% |