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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 | $96,868 | $97,648-0.8% | $121,663-20.4% | $87,485+10.7% |
| Participation rate | 82.6% | 70.5%+12.1pp | 74.5%+8.1pp | 68.9%+13.7pp |
| Annual return | 15.77% | 18.03%-2.3pp | 147.54%-131.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $5,555 | $2,300+141.5% | $3,020+84.0% | $2,596+114.0% |
| Participant deferral / active EE | $9,417 | $3,923+140.0% | $4,887+92.7% | $4,274+120.3% |
| Admin fee / account holder | $2,171 | $11,100-80.4% | $14,289-84.8% | $7,775-72.1% |