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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 | $87,349 | $86,288+1.2% | $111,306-21.5% | $85,851+1.7% |
| Participation rate | 98.1% | 73.3%+24.7pp | 77.3%+20.8pp | 69.3%+28.8pp |
| Annual return | 14.21% | 19.99%-5.8pp | 54.67%-40.5pp | 318.63%-304.4pp |
| Employer contribution / active EE | $3,846 | $2,044+88.2% | $2,732+40.8% | $2,565+49.9% |
| Participant deferral / active EE | $4,922 | $3,641+35.2% | $4,488+9.7% | $3,952+24.5% |
| Admin fee / account holder | $1,773 | $8,189-78.4% | $7,966-77.7% | $6,261-71.7% |