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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 | $105,052 | $94,436+11.2% | $115,599-9.1% | $82,637+27.1% |
| Participation rate | 86.8% | 70.4%+16.4pp | 74.3%+12.5pp | 68.1%+18.7pp |
| Annual return | 18.41% | 18.37%0pp | 111.10%-92.7pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,421 | $2,324-38.8% | $2,955-51.9% | $2,552-44.3% |
| Participant deferral / active EE | $4,000 | $3,955+1.2% | $4,889-18.2% | $4,126-3.0% |
| Admin fee / account holder | $7,645 | $10,328-26.0% | $12,841-40.5% | $7,339+4.2% |