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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 | $126,042 | $98,760+27.6% | $149,715-15.8% | $79,858+57.8% |
| Participation rate | 98.0% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 20.32% | 27.43%-7.1pp | 276.66%-256.3pp | 31.72%-11.4pp |
| Employer contribution / active EE | $3,248 | $3,217+1.0% | $4,645-30.1% | $2,471+31.4% |
| Participant deferral / active EE | $7,581 | $5,681+33.4% | $6,842+10.8% | $3,740+102.7% |
| Admin fee / account holder | $3,023 | $6,053-50.1% | $9,310-67.5% | $5,306-43.0% |