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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 | $100,792 | $78,670+28.1% | $109,173-7.7% | $85,847+17.4% |
| Participation rate | 98.3% | 68.3%+30.0pp | 75.9%+22.4pp | 69.3%+29.0pp |
| Annual return | 11.51% | 25.09%-13.6pp | 25.75%-14.2pp | 318.61%-307.1pp |
| Employer contribution / active EE | $2,160 | $2,734-21.0% | $3,723-42.0% | $2,565-15.8% |
| Participant deferral / active EE | $4,504 | $3,467+29.9% | $4,654-3.2% | $3,952+14.0% |
| Admin fee / account holder | $11,603 | $5,469+112.1% | $6,755+71.8% | $6,261+85.3% |