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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 | $91,486 | $69,248+32.1% | $64,101+42.7% | $139,466-34.4% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 25.17% | 45.95%-20.8pp | 33.72%-8.6pp | 373.66%-348.5pp |
| Employer contribution / active EE | $5,915 | $3,185+85.7% | $2,749+115.2% | $4,754+24.4% |
| Participant deferral / active EE | $6,762 | $4,682+44.4% | $3,881+74.2% | $6,712+0.7% |
| Admin fee / account holder | $2,029 | $4,247-52.2% | $3,070-33.9% | $11,409-82.2% |