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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 | $91,825 | $87,132+5.4% | $105,624-13.1% | $80,959+13.4% |
| Participation rate | 96.6% | 70.4%+26.1pp | 75.3%+21.3pp | 67.7%+28.9pp |
| Annual return | 20.89% | 17.03%+3.9pp | 116.20%-95.3pp | 35.67%-14.8pp |
| Employer contribution / active EE | $3,669 | $2,397+53.1% | $3,168+15.8% | $2,757+33.1% |
| Participant deferral / active EE | $6,180 | $3,985+55.1% | $5,013+23.3% | $4,300+43.7% |
| Admin fee / account holder | $1,603 | $8,449-81.0% | $10,961-85.4% | $6,925-76.9% |