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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 | $97,280 | $89,370+8.9% | $141,197-31.1% | $72,976+33.3% |
| Participation rate | 94.9% | 75.1%+19.7pp | 82.5%+12.4pp | 69.5%+25.4pp |
| Annual return | 19.25% | 111.88%-92.6pp | 71.41%-52.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $5,805 | $3,115+86.4% | $4,736+22.6% | $2,440+137.9% |
| Participant deferral / active EE | $5,773 | $5,419+6.5% | $6,710-14.0% | $3,608+60.0% |
| Admin fee / account holder | $2,474 | $5,957-58.5% | $10,265-75.9% | $5,124-51.7% |