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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 | $116,596 | $87,132+33.8% | $105,624+10.4% | $80,959+44.0% |
| Participation rate | 93.1% | 70.4%+22.7pp | 75.3%+17.8pp | 67.7%+25.4pp |
| Annual return | 11.94% | 17.03%-5.1pp | 116.20%-104.3pp | 35.67%-23.7pp |
| Employer contribution / active EE | $9,808 | $2,397+309.2% | $3,168+209.6% | $2,757+255.7% |
| Participant deferral / active EE | $2,909 | $3,985-27.0% | $5,013-42.0% | $4,300-32.3% |
| Admin fee / account holder | $1,475 | $8,449-82.5% | $10,961-86.5% | $6,925-78.7% |