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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 | $90,957 | $78,690+15.6% | $161,489-43.7% | $87,485+4.0% |
| Participation rate | 90.0% | 67.5%+22.5pp | 78.7%+11.3pp | 68.9%+21.1pp |
| Annual return | 17.97% | 32.74%-14.8pp | 89.72%-71.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $6,581 | $2,588+154.3% | $4,268+54.2% | $2,596+153.5% |
| Participant deferral / active EE | $12,086 | $3,311+265.0% | $5,630+114.7% | $4,274+182.8% |
| Admin fee / account holder | $3,232 | $6,724-51.9% | $16,006-79.8% | $7,775-58.4% |