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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 | $89,745 | $89,364+0.4% | $141,173-36.4% | $72,986+23.0% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 24.62% | 111.86%-87.2pp | 71.40%-46.8pp | 81.01%-56.4pp |
| Employer contribution / active EE | $9,783 | $3,115+214.1% | $4,735+106.6% | $2,440+300.9% |
| Participant deferral / active EE | $8,462 | $5,419+56.2% | $6,710+26.1% | $3,607+134.6% |
| Admin fee / account holder | $6,532 | $5,959+9.6% | $10,262-36.3% | $5,124+27.5% |