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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 | $109,308 | $110,212-0.8% | $96,534+13.2% | $139,466-21.6% |
| Participation rate | 93.8% | 78.1%+15.6pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | 15.67% | 26.42%-10.7pp | 25.88%-10.2pp | 373.66%-358.0pp |
| Employer contribution / active EE | $856 | $3,620-76.3% | $2,965-71.1% | $4,754-82.0% |
| Participant deferral / active EE | $2,897 | $5,547-47.8% | $4,851-40.3% | $6,712-56.8% |
| Admin fee / account holder | $23,976 | $11,599+106.7% | $8,253+190.5% | $11,409+110.2% |