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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 | $104,696 | $69,977+49.6% | $108,582-3.6% | $62,881+66.5% |
| Participation rate | 97.0% | 72.9%+24.1pp | 79.6%+17.4pp | 69.3%+27.7pp |
| Annual return | 6.32% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,673 | $2,135-21.6% | $3,758-55.5% | $2,281-26.6% |
| Participant deferral / active EE | $5,405 | $3,165+70.8% | $4,311+25.4% | $3,203+68.7% |
| Admin fee / account holder | $3,767 | $5,076-25.8% | $7,645-50.7% | $4,296-12.3% |