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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 | $111,387 | $87,106+27.9% | $105,607+5.5% | $80,935+37.6% |
| Participation rate | 95.5% | 70.4%+25.1pp | 75.3%+20.2pp | 67.7%+27.9pp |
| Annual return | 12.70% | 17.01%-4.3pp | 116.11%-103.4pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,457 | $2,396-39.2% | $3,167-54.0% | $2,757-47.2% |
| Participant deferral / active EE | $7,507 | $3,986+88.3% | $5,011+49.8% | $4,299+74.6% |
| Admin fee / account holder | $3,805 | $8,447-55.0% | $10,958-65.3% | $6,924-45.1% |