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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 | $99,739 | $77,416+28.8% | $69,464+43.6% | $152,897-34.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 74.6%+17.7pp | 82.5%+9.9pp |
| Annual return | 24.38% | 39.08%-14.7pp | 28.98%-4.6pp | 345.43%-321.0pp |
| Employer contribution / active EE | $6,940 | $3,315+109.4% | $2,779+149.7% | $4,764+45.7% |
| Participant deferral / active EE | $4,380 | $4,413-0.8% | $3,536+23.9% | $5,851-25.1% |
| Admin fee / account holder | $1,169 | $6,208-81.2% | $3,840-69.5% | $11,599-89.9% |