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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 | $112,409 | $96,731+16.2% | $123,973-9.3% | $86,983+29.2% |
| Participation rate | 94.6% | 70.0%+24.6pp | 76.7%+17.9pp | 69.5%+25.1pp |
| Annual return | 17.39% | 17.33%+0.1pp | 388.13%-370.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $2,351 | $3,297-28.7% | $4,126-43.0% | $2,584-9.0% |
| Participant deferral / active EE | $6,024 | $4,152+45.1% | $5,247+14.8% | $4,194+43.6% |
| Admin fee / account holder | $6,514 | $8,722-25.3% | $11,799-44.8% | $7,856-17.1% |