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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 | $97,189 | $89,259+8.9% | $107,187-9.3% | $82,637+17.6% |
| Participation rate | 98.5% | 67.9%+30.5pp | 75.0%+23.4pp | 68.1%+30.4pp |
| Annual return | 17.88% | 21.02%-3.1pp | 204.55%-186.7pp | 53.51%-35.6pp |
| Employer contribution / active EE | $3,483 | $3,080+13.1% | $3,782-7.9% | $2,552+36.5% |
| Participant deferral / active EE | $7,947 | $4,037+96.8% | $5,096+55.9% | $4,126+92.6% |
| Admin fee / account holder | $3,590 | $7,381-51.4% | $9,162-60.8% | $7,339-51.1% |