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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 | $97,184 | $100,003-2.8% | $146,685-33.7% | $85,856+13.2% |
| Participation rate | 96.7% | 73.1%+23.6pp | 80.1%+16.6pp | 69.3%+27.3pp |
| Annual return | 11.46% | 18.93%-7.5pp | 22.75%-11.3pp | 318.58%-307.1pp |
| Employer contribution / active EE | $8,899 | $2,559+247.7% | $4,137+115.1% | $2,565+246.9% |
| Participant deferral / active EE | $7,772 | $4,006+94.0% | $5,507+41.1% | $3,952+96.7% |
| Admin fee / account holder | $12,351 | $7,704+60.3% | $10,281+20.1% | $6,261+97.3% |