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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 | $88,895 | $98,776-10.0% | $149,745-40.6% | $79,856+11.3% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.2pp |
| Annual return | 23.26% | 27.38%-4.1pp | 276.72%-253.5pp | 31.71%-8.5pp |
| Employer contribution / active EE | $3,361 | $3,217+4.5% | $4,646-27.7% | $2,471+36.0% |
| Participant deferral / active EE | $9,531 | $5,681+67.8% | $6,843+39.3% | $3,741+154.8% |
| Admin fee / account holder | $4,142 | $6,053-31.6% | $9,312-55.5% | $5,306-22.0% |