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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 | $69,590+49.1% | $136,867-24.2% | $94,015+10.4% |
| Participation rate | 97.8% | 66.3%+31.5pp | 74.5%+23.3pp | 70.8%+27.0pp |
| Annual return | 15.08% | 19.62%-4.5pp | 42.97%-27.9pp | 17.84%-2.8pp |
| Employer contribution / active EE | $1,984 | $2,396-17.2% | $3,547-44.1% | $2,790-28.9% |
| Participant deferral / active EE | $3,470 | $3,437+1.0% | $4,924-29.5% | $4,249-18.3% |
| Admin fee / account holder | $1,027 | $8,912-88.5% | $10,340-90.1% | $8,951-88.5% |