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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 | $103,782 | $61,125+69.8% | $94,057+10.3% | $87,485+18.6% |
| Participation rate | 97.8% | 64.1%+33.8pp | 73.3%+24.5pp | 68.9%+28.9pp |
| Annual return | 15.08% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,984 | $2,136-7.1% | $2,933-32.4% | $2,596-23.6% |
| Participant deferral / active EE | $3,470 | $3,260+6.4% | $4,709-26.3% | $4,274-18.8% |
| Admin fee / account holder | $1,027 | $5,629-81.7% | $7,244-85.8% | $7,775-86.8% |