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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 | $99,815 | $96,731+3.2% | $123,973-19.5% | $86,983+14.8% |
| Participation rate | 96.6% | 70.0%+26.5pp | 76.7%+19.9pp | 69.5%+27.0pp |
| Annual return | 16.83% | 17.33%-0.5pp | 388.13%-371.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $2,655 | $3,297-19.5% | $4,126-35.7% | $2,584+2.7% |
| Participant deferral / active EE | $6,864 | $4,152+65.3% | $5,247+30.8% | $4,194+63.7% |
| Admin fee / account holder | $12,440 | $8,722+42.6% | $11,799+5.4% | $7,856+58.3% |