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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 | $106,954 | $99,994+7.0% | $146,643-27.1% | $85,847+24.6% |
| Participation rate | 95.1% | 73.1%+22.1pp | 80.1%+15.0pp | 69.3%+25.8pp |
| Annual return | 14.47% | 18.93%-4.5pp | 22.75%-8.3pp | 318.61%-304.1pp |
| Employer contribution / active EE | $1,438 | $2,559-43.8% | $4,137-65.2% | $2,565-43.9% |
| Participant deferral / active EE | $4,632 | $4,006+15.6% | $5,506-15.9% | $3,952+17.2% |
| Admin fee / account holder | $5,069 | $7,703-34.2% | $10,280-50.7% | $6,261-19.0% |