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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 | $92,144 | $95,415-3.4% | $185,851-50.4% | $85,851+7.3% |
| Participation rate | 82.2% | 68.8%+13.4pp | 81.7%+0.5pp | 69.3%+12.9pp |
| Annual return | 13.80% | 23.59%-9.8pp | 122.11%-108.3pp | 318.63%-304.8pp |
| Employer contribution / active EE | $7,258 | $3,314+119.0% | $5,168+40.4% | $2,565+182.9% |
| Participant deferral / active EE | $4,894 | $3,424+42.9% | $5,569-12.1% | $3,952+23.8% |
| Admin fee / account holder | $4,783 | $7,215-33.7% | $16,245-70.6% | $6,261-23.6% |