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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 | $91,750 | $72,273+26.9% | $101,275-9.4% | $79,856+14.9% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | 20.19% | 22.30%-2.1pp | 46.48%-26.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,676 | $2,691+36.6% | $3,660+0.4% | $2,471+48.8% |
| Participant deferral / active EE | $10,170 | $3,282+209.9% | $4,371+132.7% | $3,741+171.9% |
| Admin fee / account holder | $340 | $4,401-92.3% | $5,948-94.3% | $5,306-93.6% |