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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 | $104,263 | $55,457+88.0% | $77,361+34.8% | $94,015+10.9% |
| Participation rate | 92.7% | 69.8%+22.9pp | 75.0%+17.7pp | 70.8%+21.9pp |
| Annual return | 10.50% | 15.57%-5.1pp | 1011.54%-1001.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $1,806 | $2,255-19.9% | $2,990-39.6% | $2,790-35.3% |
| Participant deferral / active EE | $5,453 | $3,069+77.6% | $3,911+39.4% | $4,249+28.3% |
| Admin fee / account holder | $3,731 | $4,334-13.9% | $5,894-36.7% | $8,951-58.3% |