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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 | $105,292 | $81,504+29.2% | $102,437+2.8% | $80,959+30.1% |
| Participation rate | 98.0% | 66.9%+31.2pp | 74.5%+23.5pp | 67.7%+30.4pp |
| Annual return | 10.88% | 25.60%-14.7pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $15,619 | $3,104+403.3% | $3,871+303.5% | $2,757+466.5% |
| Participant deferral / active EE | $5,178 | $3,871+33.8% | $5,060+2.3% | $4,300+20.4% |
| Admin fee / account holder | $3,082 | $6,719-54.1% | $8,388-63.3% | $6,925-55.5% |