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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 | $85,427 | $88,203-3.1% | $165,100-48.3% | $74,478+14.7% |
| Participation rate | 93.1% | 73.1%+19.9pp | 78.6%+14.4pp | 67.2%+25.8pp |
| Annual return | 12.95% | 17.13%-4.2pp | 70.21%-57.3pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $7,194 | $2,601+176.6% | $4,348+65.5% | $2,626+173.9% |
| Participant deferral / active EE | $7,639 | $4,505+69.6% | $6,035+26.6% | $4,350+75.6% |
| Admin fee / account holder | $5,904 | $2,235+164.1% | $12,696-53.5% | $1,946+203.4% |