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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 | $85,946 | $103,392-16.9% | $87,104-1.3% | $152,897-43.8% |
| Participation rate | 91.3% | 79.4%+12.0pp | 76.9%+14.4pp | 82.5%+8.9pp |
| Annual return | 26.07% | 28.10%-2.0pp | 28.19%-2.1pp | 345.43%-319.4pp |
| Employer contribution / active EE | $4,742 | $3,221+47.2% | $2,521+88.1% | $4,764-0.4% |
| Participant deferral / active EE | $4,191 | $4,778-12.3% | $4,048+3.5% | $5,851-28.4% |
| Admin fee / account holder | $7,877 | $12,194-35.4% | $7,491+5.1% | $11,599-32.1% |