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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 | $96,253 | $88,672+8.5% | $105,223-8.5% | $82,448+16.7% |
| Participation rate | 98.1% | 67.9%+30.2pp | 75.0%+23.1pp | 68.1%+30.1pp |
| Annual return | 14.62% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,762 | $3,048-9.4% | $3,689-25.1% | $2,551+8.3% |
| Participant deferral / active EE | $5,872 | $4,036+45.5% | $5,072+15.8% | $4,139+41.9% |
| Admin fee / account holder | $6,908 | $7,146-3.3% | $8,859-22.0% | $7,234-4.5% |