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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 | $94,933 | $103,392-8.2% | $87,104+9.0% | $152,897-37.9% |
| Participation rate | 90.9% | 79.4%+11.6pp | 76.9%+14.0pp | 82.5%+8.5pp |
| Annual return | 21.13% | 28.10%-7.0pp | 28.19%-7.1pp | 345.43%-324.3pp |
| Employer contribution / active EE | $9,130 | $3,221+183.5% | $2,521+262.1% | $4,764+91.7% |
| Participant deferral / active EE | $6,390 | $4,778+33.7% | $4,048+57.8% | $5,851+9.2% |
| Admin fee / account holder | $6,076 | $12,194-50.2% | $7,491-18.9% | $11,599-47.6% |