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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 | $94,221 | $79,169+19.0% | $100,415-6.2% | $74,478+26.5% |
| Participation rate | 90.1% | 79.4%+10.7pp | 81.5%+8.6pp | 67.2%+22.9pp |
| Annual return | 15.76% | 20.51%-4.8pp | 49.47%-33.7pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $4,041 | $3,017+33.9% | $3,943+2.5% | $2,626+53.9% |
| Participant deferral / active EE | $11,319 | $7,751+46.0% | $8,091+39.9% | $4,350+160.2% |
| Admin fee / account holder | $5,991 | $1,337+348.0% | $7,906-24.2% | $1,946+207.9% |