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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 | $113,312 | $115,814-2.2% | $105,223+7.7% | - |
| Participation rate | 96.0% | 57.0%+39.0pp | 75.0%+20.9pp | - |
| Annual return | 37.45% | 16.00%+21.5pp | 180.65%-143.2pp | - |
| Employer contribution / active EE | $3,174 | $2,099+51.2% | $3,689-13.9% | - |
| Participant deferral / active EE | $6,747 | $3,710+81.9% | $5,072+33.0% | - |
| Admin fee / account holder | $5,244 | $7,174-26.9% | $8,859-40.8% | - |