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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 | $88,100 | $85,766+2.7% | $136,297-35.4% | $70,124+25.6% |
| Participation rate | 90.2% | 74.2%+16.0pp | 81.9%+8.2pp | 69.5%+20.6pp |
| Annual return | 14.35% | 31.45%-17.1pp | 5156.19%-5141.8pp | 73.14%-58.8pp |
| Employer contribution / active EE | $5,370 | $2,966+81.0% | $4,696+14.4% | $2,342+129.2% |
| Participant deferral / active EE | $4,114 | $5,051-18.6% | $6,247-34.2% | $3,332+23.5% |
| Admin fee / account holder | $9,083 | $5,420+67.6% | $9,244-1.7% | $4,645+95.5% |