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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 | $114,091 | $81,233+40.4% | $155,567-26.7% | $80,874+41.1% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 17.94% | 33.33%-15.4pp | 64.74%-46.8pp | 35.62%-17.7pp |
| Employer contribution / active EE | $5,596 | $3,101+80.5% | $4,674+19.7% | $2,756+103.1% |
| Participant deferral / active EE | $2,838 | $3,452-17.8% | $5,628-49.6% | $4,297-34.0% |
| Admin fee / account holder | $303 | $7,998-96.2% | $15,916-98.1% | $6,935-95.6% |