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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 | $94,405 | $86,298+9.4% | $111,308-15.2% | $85,847+10.0% |
| Participation rate | 96.9% | 73.3%+23.5pp | 77.3%+19.6pp | 69.3%+27.6pp |
| Annual return | 15.74% | 19.99%-4.2pp | 54.67%-38.9pp | 318.61%-302.9pp |
| Employer contribution / active EE | $2,958 | $2,044+44.7% | $2,732+8.3% | $2,565+15.3% |
| Participant deferral / active EE | $6,473 | $3,641+77.8% | $4,487+44.2% | $3,952+63.8% |
| Admin fee / account holder | $2,252 | $8,189-72.5% | $7,965-71.7% | $6,261-64.0% |