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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 | $89,258 | $77,638+15.0% | $156,551-43.0% | $62,881+41.9% |
| Participation rate | 86.7% | 71.2%+15.5pp | 84.0%+2.7pp | 69.3%+17.4pp |
| Annual return | 14.74% | 50.33%-35.6pp | 32.23%-17.5pp | 20.14%-5.4pp |
| Employer contribution / active EE | $10,835 | $3,444+214.6% | $5,501+97.0% | $2,281+375.1% |
| Participant deferral / active EE | $15,201 | $3,046+399.1% | $4,871+212.1% | $3,203+374.6% |
| Admin fee / account holder | $2,820 | $5,561-49.3% | $13,028-78.4% | $4,296-34.3% |