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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 | $89,902 | $85,766+4.8% | $136,298-34.0% | $70,126+28.2% |
| Participation rate | 89.0% | 74.2%+14.9pp | 81.9%+7.1pp | 69.5%+19.5pp |
| Annual return | 17.76% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $3,391 | $2,966+14.3% | $4,696-27.8% | $2,343+44.7% |
| Participant deferral / active EE | $7,960 | $5,051+57.6% | $6,247+27.4% | $3,332+138.9% |
| Admin fee / account holder | $3,195 | $5,421-41.1% | $9,244-65.4% | $4,645-31.2% |