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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 | $88,137-3.1% | $164,975-48.2% | $74,429+14.8% |
| Participation rate | 93.1% | 73.1%+20.0pp | 78.6%+14.5pp | 67.2%+25.9pp |
| Annual return | 12.95% | 17.13%-4.2pp | 70.12%-57.2pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $7,194 | $2,597+177.0% | $4,343+65.7% | $2,625+174.1% |
| Participant deferral / active EE | $7,639 | $4,501+69.7% | $6,033+26.6% | $4,348+75.7% |
| Admin fee / account holder | $5,904 | $2,231+164.6% | $12,688-53.5% | $1,944+203.6% |