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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 | $101,976 | $83,485+22.2% | $125,195-18.5% | $72,976+39.7% |
| Participation rate | 98.8% | 73.3%+25.5pp | 79.8%+19.0pp | 69.5%+29.3pp |
| Annual return | 21.75% | 25.77%-4.0pp | 43.79%-22.0pp | 81.02%-59.3pp |
| Employer contribution / active EE | $2,653 | $2,346+13.1% | $3,866-31.4% | $2,440+8.7% |
| Participant deferral / active EE | $5,216 | $3,586+45.5% | $4,937+5.6% | $3,608+44.6% |
| Admin fee / account holder | $2,498 | $5,518-54.7% | $9,704-74.3% | $5,124-51.3% |