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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 | $108,974 | $99,875+9.1% | $146,866-25.8% | $86,983+25.3% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 19.42% | 28.10%-8.7pp | 102.85%-83.4pp | 25.83%-6.4pp |
| Employer contribution / active EE | $4,822 | $3,224+49.6% | $4,425+9.0% | $2,584+86.6% |
| Participant deferral / active EE | $8,224 | $6,322+30.1% | $7,759+6.0% | $4,194+96.1% |
| Admin fee / account holder | $2,003 | $7,838-74.4% | $13,620-85.3% | $7,856-74.5% |