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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 | $87,965 | $77,449+13.6% | $69,483+26.6% | $152,909-42.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.5%+3.3pp |
| Annual return | 24.60% | 39.09%-14.5pp | 28.99%-4.4pp | 345.46%-320.9pp |
| Employer contribution / active EE | $6,374 | $3,316+92.2% | $2,780+129.3% | $4,764+33.8% |
| Participant deferral / active EE | $5,894 | $4,415+33.5% | $3,537+66.7% | $5,851+0.7% |
| Admin fee / account holder | $314 | $6,210-94.9% | $3,841-91.8% | $11,601-97.3% |