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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 | $87,069 | $85,766+1.5% | $136,298-36.1% | $70,126+24.2% |
| Participation rate | 90.4% | 74.2%+16.2pp | 81.9%+8.5pp | 69.5%+20.8pp |
| Annual return | 16.42% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $8,233 | $2,966+177.6% | $4,696+75.3% | $2,343+251.5% |
| Participant deferral / active EE | $7,340 | $5,051+45.3% | $6,247+17.5% | $3,332+120.3% |
| Admin fee / account holder | $4,549 | $5,421-16.1% | $9,244-50.8% | $4,645-2.1% |