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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 | $90,227 | $89,367+1.0% | $141,191-36.1% | $72,975+23.6% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.2pp |
| Annual return | 22.58% | 111.87%-89.3pp | 71.41%-48.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $5,828 | $3,115+87.1% | $4,736+23.0% | $2,440+138.8% |
| Participant deferral / active EE | $7,519 | $5,419+38.8% | $6,710+12.1% | $3,608+108.4% |
| Admin fee / account holder | $11,994 | $5,957+101.4% | $10,264+16.9% | $5,124+134.1% |