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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 | $97,538 | $89,367+9.1% | $141,191-30.9% | $72,975+33.7% |
| Participation rate | 97.6% | 75.1%+22.5pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 26.27% | 111.87%-85.6pp | 71.41%-45.1pp | 81.01%-54.7pp |
| Employer contribution / active EE | $3,438 | $3,115+10.4% | $4,736-27.4% | $2,440+40.9% |
| Participant deferral / active EE | $7,584 | $5,419+40.0% | $6,710+13.0% | $3,608+110.2% |
| Admin fee / account holder | $1,138 | $5,957-80.9% | $10,264-88.9% | $5,124-77.8% |