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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 | $99,144 | $91,559+8.3% | $133,978-26.0% | $79,856+24.2% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.0pp |
| Annual return | 45.15% | 61.85%-16.7pp | 45.10%0pp | 31.71%+13.4pp |
| Employer contribution / active EE | $7,501 | $2,384+214.7% | $3,919+91.4% | $2,471+203.5% |
| Participant deferral / active EE | $6,102 | $3,734+63.4% | $5,047+20.9% | $3,741+63.1% |
| Admin fee / account holder | $2,380 | $6,321-62.3% | $8,930-73.3% | $5,306-55.1% |