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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 | $93,041 | $100,073-7.0% | $85,126+9.3% | $145,877-36.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.84% | 84.11%-73.3pp | 66.63%-55.8pp | 551.28%-540.4pp |
| Employer contribution / active EE | $12,706 | $3,236+292.6% | $2,731+365.2% | $4,663+172.5% |
| Participant deferral / active EE | $2,810 | $5,294-46.9% | $4,523-37.9% | $6,691-58.0% |
| Admin fee / account holder | $25,009 | $7,261+244.4% | $6,160+306.0% | $13,402+86.6% |