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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 | $105,936 | $81,504+30.0% | $102,437+3.4% | $80,959+30.9% |
| Participation rate | 97.8% | 66.9%+30.9pp | 74.5%+23.3pp | 67.7%+30.1pp |
| Annual return | 14.34% | 25.60%-11.3pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,888 | $3,104+25.3% | $3,871+0.4% | $2,757+41.0% |
| Participant deferral / active EE | $8,135 | $3,871+110.2% | $5,060+60.8% | $4,300+89.2% |
| Admin fee / account holder | $1,255 | $6,719-81.3% | $8,388-85.0% | $6,925-81.9% |