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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 | $91,487 | $91,559-0.1% | $133,978-31.7% | $79,856+14.6% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.6%+25.1pp |
| Annual return | 11.74% | 61.85%-50.1pp | 45.10%-33.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $5,743 | $2,384+140.9% | $3,919+46.5% | $2,471+132.4% |
| Participant deferral / active EE | $8,185 | $3,734+119.2% | $5,047+62.2% | $3,741+118.8% |
| Admin fee / account holder | $3,564 | $6,321-43.6% | $8,930-60.1% | $5,306-32.8% |