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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 | $89,358 | $71,215+25.5% | $93,696-4.6% | $80,935+10.4% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.7%+23.2pp |
| Annual return | 14.91% | 11.27%+3.6pp | 133.74%-118.8pp | 35.66%-20.7pp |
| Employer contribution / active EE | $5,153 | $1,565+229.2% | $2,422+112.8% | $2,757+86.9% |
| Participant deferral / active EE | $2,855 | $4,037-29.3% | $4,417-35.4% | $4,299-33.6% |
| Admin fee / account holder | $3,279 | $6,958-52.9% | $8,287-60.4% | $6,924-52.6% |