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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 | $98,319 | $72,273+36.0% | $101,275-2.9% | $79,856+23.1% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.8%+21.1pp | 69.6%+27.2pp |
| Annual return | 14.34% | 22.30%-8.0pp | 46.48%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,755 | $2,691-34.8% | $3,660-52.1% | $2,471-29.0% |
| Participant deferral / active EE | $3,766 | $3,282+14.8% | $4,371-13.8% | $3,741+0.7% |
| Admin fee / account holder | $5,736 | $4,401+30.3% | $5,948-3.6% | $5,306+8.1% |