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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 | $111,307 | $98,776+12.7% | $149,745-25.7% | $79,856+39.4% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 15.81% | 27.38%-11.6pp | 276.72%-260.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,071 | $3,217-35.6% | $4,646-55.4% | $2,471-16.2% |
| Participant deferral / active EE | $7,752 | $5,681+36.5% | $6,843+13.3% | $3,741+107.3% |
| Admin fee / account holder | $2,302 | $6,053-62.0% | $9,312-75.3% | $5,306-56.6% |