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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 | $100,292 | $87,132+15.1% | $105,624-5.0% | $80,959+23.9% |
| Participation rate | 97.2% | 70.4%+26.8pp | 75.3%+21.9pp | 67.7%+29.5pp |
| Annual return | 12.43% | 17.03%-4.6pp | 116.20%-103.8pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,415 | $2,397+42.5% | $3,168+7.8% | $2,757+23.9% |
| Participant deferral / active EE | $6,748 | $3,985+69.3% | $5,013+34.6% | $4,300+56.9% |
| Admin fee / account holder | $2,616 | $8,449-69.0% | $10,961-76.1% | $6,925-62.2% |