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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 | $104,926 | $78,672+33.4% | $109,163-3.9% | $85,856+22.2% |
| Participation rate | 95.0% | 68.3%+26.7pp | 75.9%+19.1pp | 69.3%+25.7pp |
| Annual return | 13.12% | 25.09%-12.0pp | 25.75%-12.6pp | 318.58%-305.5pp |
| Employer contribution / active EE | $2,717 | $2,734-0.6% | $3,723-27.0% | $2,565+5.9% |
| Participant deferral / active EE | $8,574 | $3,467+147.3% | $4,654+84.2% | $3,952+116.9% |
| Admin fee / account holder | $4,281 | $5,470-21.7% | $6,754-36.6% | $6,261-31.6% |