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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 | $94,031+3.0% | $115,768-16.3% | $82,448+17.5% |
| Participation rate | 82.6% | 70.4%+12.2pp | 74.4%+8.2pp | 68.1%+14.5pp |
| Annual return | 15.77% | 20.61%-4.8pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $5,555 | $2,323+139.1% | $2,940+89.0% | $2,551+117.8% |
| Participant deferral / active EE | $9,417 | $3,972+137.1% | $4,917+91.5% | $4,139+127.5% |
| Admin fee / account holder | $2,171 | $10,249-78.8% | $12,439-82.5% | $7,234-70.0% |