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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 | $101,771 | $73,988+37.6% | $96,538+5.4% | $75,177+35.4% |
| Participation rate | 98.4% | 66.4%+32.0pp | 74.3%+24.1pp | 67.2%+31.2pp |
| Annual return | 16.46% | 26.73%-10.3pp | 35.74%-19.3pp | 160.75%-144.3pp |
| Employer contribution / active EE | $11,082 | $2,930+278.2% | $3,740+196.3% | $2,671+314.9% |
| Participant deferral / active EE | $6,083 | $3,660+66.2% | $4,880+24.6% | $4,126+47.4% |
| Admin fee / account holder | $1,637 | $5,220-68.6% | $6,737-75.7% | $5,651-71.0% |