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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 | $81,257 | $100,901-19.5% | $75,501+7.6% | $147,586-44.9% |
| Participation rate | 88.9% | 77.1%+11.8pp | 72.4%+16.5pp | 82.8%+6.1pp |
| Annual return | 13.38% | 35.78%-22.4pp | 27.35%-14.0pp | 578.59%-565.2pp |
| Employer contribution / active EE | $11,936 | $3,253+266.9% | $2,352+407.5% | $4,876+144.8% |
| Participant deferral / active EE | $6,376 | $4,027+58.3% | $3,142+102.9% | $5,439+17.2% |
| Admin fee / account holder | $6,084 | $11,285-46.1% | $5,801+4.9% | $10,886-44.1% |