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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 | $96,129 | $61,125+57.3% | $94,057+2.2% | $87,485+9.9% |
| Participation rate | 90.3% | 64.1%+26.3pp | 73.3%+17.0pp | 68.9%+21.4pp |
| Annual return | 14.50% | 35.20%-20.7pp | 480.62%-466.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $7,929 | $2,136+271.1% | $2,933+170.3% | $2,596+205.4% |
| Participant deferral / active EE | $6,616 | $3,260+102.9% | $4,709+40.5% | $4,274+54.8% |
| Admin fee / account holder | $7,180 | $5,629+27.6% | $7,244-0.9% | $7,775-7.6% |