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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 | $106,561 | $106,864-0.3% | $147,318-27.7% | $82,637+29.0% |
| Participation rate | 94.8% | 75.5%+19.3pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 65.74% | 27.49%+38.2pp | 70.43%-4.7pp | 53.51%+12.2pp |
| Employer contribution / active EE | $2,658 | $3,417-22.2% | $4,593-42.1% | $2,552+4.2% |
| Participant deferral / active EE | $18,104 | $6,496+178.7% | $7,906+129.0% | $4,126+338.8% |
| Admin fee / account holder | $1,592 | $8,415-81.1% | $13,708-88.4% | $7,339-78.3% |