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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 | $99,379 | $91,198+9.0% | $178,503-44.3% | $79,856+24.4% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 20.33% | 24.20%-3.9pp | 151.12%-130.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $9,921 | $3,257+204.7% | $5,011+98.0% | $2,471+301.5% |
| Participant deferral / active EE | $2,804 | $3,237-13.3% | $5,202-46.1% | $3,741-25.0% |
| Admin fee / account holder | $3,168 | $6,748-53.1% | $13,987-77.4% | $5,306-40.3% |