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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 | $105,886 | $91,559+15.6% | $133,978-21.0% | $79,856+32.6% |
| Participation rate | 97.9% | 73.3%+24.5pp | 79.8%+18.0pp | 69.6%+28.2pp |
| Annual return | 10.38% | 61.85%-51.5pp | 45.10%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,483 | $2,384-37.8% | $3,919-62.1% | $2,471-40.0% |
| Participant deferral / active EE | $9,141 | $3,734+144.8% | $5,047+81.1% | $3,741+144.4% |
| Admin fee / account holder | $1,081 | $6,321-82.9% | $8,930-87.9% | $5,306-79.6% |