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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 | $109,107 | $84,953+28.4% | $163,379-33.2% | $82,637+32.0% |
| Participation rate | 98.9% | 65.9%+32.9pp | 76.8%+22.0pp | 68.1%+30.8pp |
| Annual return | 17.14% | 23.07%-5.9pp | 63.41%-46.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $2,129 | $2,183-2.5% | $3,752-43.3% | $2,552-16.6% |
| Participant deferral / active EE | $6,402 | $4,326+48.0% | $6,282+1.9% | $4,126+55.2% |
| Admin fee / account holder | $3,389 | $7,921-57.2% | $9,818-65.5% | $7,339-53.8% |