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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 | $121,265 | $93,345+29.9% | $119,126+1.8% | $87,485+38.6% |
| Participation rate | 97.0% | 68.7%+28.2pp | 75.8%+21.2pp | 68.9%+28.0pp |
| Annual return | 18.15% | 19.08%-0.9pp | 282.11%-264.0pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,577 | $3,172-18.7% | $4,034-36.1% | $2,596-0.7% |
| Participant deferral / active EE | $3,915 | $4,099-4.5% | $5,318-26.4% | $4,274-8.4% |
| Admin fee / account holder | $695 | $8,039-91.4% | $10,693-93.5% | $7,775-91.1% |