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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 | $101,277 | $95,415+6.1% | $185,851-45.5% | $85,851+18.0% |
| Participation rate | 92.9% | 68.8%+24.1pp | 81.7%+11.1pp | 69.3%+23.5pp |
| Annual return | 13.79% | 23.59%-9.8pp | 122.11%-108.3pp | 318.63%-304.8pp |
| Employer contribution / active EE | $2,484 | $3,314-25.0% | $5,168-51.9% | $2,565-3.2% |
| Participant deferral / active EE | $3,929 | $3,424+14.8% | $5,569-29.4% | $3,952-0.6% |
| Admin fee / account holder | $3,755 | $7,215-48.0% | $16,245-76.9% | $6,261-40.0% |