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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 | $108,280 | $49,255+119.8% | $70,494+53.6% | $79,856+35.6% |
| Participation rate | 93.0% | 69.2%+23.8pp | 75.1%+17.9pp | 69.6%+23.3pp |
| Annual return | 19.88% | 30.10%-10.2pp | 109.16%-89.3pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,370 | $2,100+12.8% | $2,738-13.5% | $2,471-4.1% |
| Participant deferral / active EE | $8,694 | $2,768+214.0% | $3,711+134.3% | $3,741+132.4% |
| Admin fee / account holder | $2,097 | $2,879-27.2% | $3,848-45.5% | $5,306-60.5% |