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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 | $101,265 | $80,992+25.0% | $96,534+4.9% | $75,173+34.7% |
| Participation rate | 98.3% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.1pp |
| Annual return | 13.12% | 27.05%-13.9pp | 25.88%-12.8pp | 160.72%-147.6pp |
| Employer contribution / active EE | $4,883 | $2,283+113.9% | $2,965+64.7% | $2,671+82.8% |
| Participant deferral / active EE | $5,231 | $3,929+33.1% | $4,851+7.8% | $4,126+26.8% |
| Admin fee / account holder | $2,754 | $6,717-59.0% | $8,253-66.6% | $5,651-51.3% |