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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 | $101,821 | $86,298+18.0% | $111,308-8.5% | $85,847+18.6% |
| Participation rate | 92.3% | 73.3%+19.0pp | 77.3%+15.0pp | 69.3%+23.0pp |
| Annual return | 11.91% | 19.99%-8.1pp | 54.67%-42.8pp | 318.61%-306.7pp |
| Employer contribution / active EE | $1,775 | $2,044-13.1% | $2,732-35.0% | $2,565-30.8% |
| Participant deferral / active EE | $3,287 | $3,641-9.7% | $4,487-26.8% | $3,952-16.8% |
| Admin fee / account holder | $2,086 | $8,189-74.5% | $7,965-73.8% | $6,261-66.7% |