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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 | $96,731+0.5% | $123,973-21.6% | $86,983+11.7% |
| Participation rate | 98.5% | 70.0%+28.4pp | 76.7%+21.8pp | 69.5%+28.9pp |
| Annual return | 17.88% | 17.33%+0.6pp | 388.13%-370.2pp | 25.83%-8.0pp |
| Employer contribution / active EE | $3,483 | $3,297+5.6% | $4,126-15.6% | $2,584+34.7% |
| Participant deferral / active EE | $7,947 | $4,152+91.4% | $5,247+51.5% | $4,194+89.5% |
| Admin fee / account holder | $3,590 | $8,722-58.8% | $11,799-69.6% | $7,856-54.3% |