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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 | $81,446+29.3% | $103,374+1.9% | $80,874+30.2% |
| Participation rate | 98.0% | 66.9%+31.2pp | 74.5%+23.5pp | 67.6%+30.4pp |
| Annual return | 10.88% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $15,619 | $3,107+402.7% | $3,869+303.7% | $2,756+466.8% |
| Participant deferral / active EE | $5,178 | $3,870+33.8% | $5,058+2.4% | $4,297+20.5% |
| Admin fee / account holder | $3,082 | $6,715-54.1% | $8,394-63.3% | $6,935-55.6% |