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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 | $90,216 | $77,358+16.6% | $102,184-11.7% | $87,485+3.1% |
| Participation rate | 98.5% | 78.7%+19.8pp | 82.6%+15.9pp | 68.9%+29.5pp |
| Annual return | 17.69% | 41.11%-23.4pp | 31.58%-13.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $3,229 | $2,562+26.0% | $3,594-10.2% | $2,596+24.4% |
| Participant deferral / active EE | $10,097 | $6,753+49.5% | $8,309+21.5% | $4,274+136.3% |
| Admin fee / account holder | $4,410 | $6,809-35.2% | $11,609-62.0% | $7,775-43.3% |