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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 | $91,703 | $86,298+6.3% | $111,308-17.6% | $85,847+6.8% |
| Participation rate | 98.6% | 73.3%+25.3pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | 11.89% | 19.99%-8.1pp | 54.67%-42.8pp | 318.61%-306.7pp |
| Employer contribution / active EE | $5,038 | $2,044+146.5% | $2,732+84.4% | $2,565+96.4% |
| Participant deferral / active EE | $4,048 | $3,641+11.2% | $4,487-9.8% | $3,952+2.4% |
| Admin fee / account holder | $2,965 | $8,189-63.8% | $7,965-62.8% | $6,261-52.6% |