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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 | $110,931 | $89,364+24.1% | $141,177-21.4% | $72,983+52.0% |
| Participation rate | 97.9% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 26.65% | 111.86%-85.2pp | 71.40%-44.8pp | 81.01%-54.4pp |
| Employer contribution / active EE | $1,709 | $3,115-45.1% | $4,736-63.9% | $2,440-30.0% |
| Participant deferral / active EE | $7,406 | $5,419+36.7% | $6,710+10.4% | $3,608+105.3% |
| Admin fee / account holder | $8,337 | $5,959+39.9% | $10,263-18.8% | $5,124+62.7% |