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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 | $111,859 | $84,236+32.8% | $170,435-34.4% | $70,126+59.5% |
| Participation rate | 94.0% | 70.8%+23.1pp | 83.6%+10.4pp | 69.5%+24.4pp |
| Annual return | 13.61% | 23.06%-9.5pp | 205.94%-192.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $5,119 | $3,387+51.1% | $5,432-5.8% | $2,343+118.5% |
| Participant deferral / active EE | $3,603 | $3,086+16.8% | $4,939-27.1% | $3,332+8.1% |
| Admin fee / account holder | $1,033 | $5,698-81.9% | $13,881-92.6% | $4,645-77.8% |