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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 | $89,792 | $69,977+28.3% | $108,582-17.3% | $62,881+42.8% |
| Participation rate | 97.1% | 72.9%+24.2pp | 79.6%+17.6pp | 69.3%+27.8pp |
| Annual return | 6.24% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,400 | $2,135+153.0% | $3,758+43.7% | $2,281+136.8% |
| Participant deferral / active EE | $6,257 | $3,165+97.7% | $4,311+45.1% | $3,203+95.3% |
| Admin fee / account holder | $10,435 | $5,076+105.6% | $7,645+36.5% | $4,296+142.9% |