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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 | $104,708 | $87,733+19.3% | $106,551-1.7% | $85,856+22.0% |
| Participation rate | 97.0% | 71.9%+25.0pp | 76.1%+20.8pp | 69.3%+27.7pp |
| Annual return | 16.98% | 21.86%-4.9pp | 26.80%-9.8pp | 318.58%-301.6pp |
| Employer contribution / active EE | $2,659 | $2,073+28.3% | $2,819-5.7% | $2,565+3.7% |
| Participant deferral / active EE | $9,024 | $3,469+160.1% | $4,398+105.2% | $3,952+128.3% |
| Admin fee / account holder | $3,446 | $6,767-49.1% | $7,408-53.5% | $6,261-45.0% |