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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 | $98,717 | $93,345+5.8% | $119,126-17.1% | $87,485+12.8% |
| Participation rate | 95.2% | 68.7%+26.5pp | 75.8%+19.5pp | 68.9%+26.3pp |
| Annual return | 15.09% | 19.08%-4.0pp | 282.11%-267.0pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,571 | $3,172+12.6% | $4,034-11.5% | $2,596+37.6% |
| Participant deferral / active EE | $2,963 | $4,099-27.7% | $5,318-44.3% | $4,274-30.7% |
| Admin fee / account holder | $963 | $8,039-88.0% | $10,693-91.0% | $7,775-87.6% |