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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 | $97,074 | $104,709-7.3% | $85,705+13.3% | $167,553-42.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 14.06% | 21.45%-7.4pp | 21.49%-7.4pp | 478.89%-464.8pp |
| Employer contribution / active EE | $4,191 | $3,338+25.6% | $2,619+60.0% | $4,840-13.4% |
| Participant deferral / active EE | $8,398 | $4,827+74.0% | $3,924+114.0% | $6,343+32.4% |
| Admin fee / account holder | $1,834 | $10,036-81.7% | $6,877-73.3% | $12,316-85.1% |