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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 | $94,106 | $93,598+0.5% | $135,974-30.8% | $75,173+25.2% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.1pp | 67.2%+29.9pp |
| Annual return | 25.82% | 30.89%-5.1pp | 68.30%-42.5pp | 160.72%-134.9pp |
| Employer contribution / active EE | $5,706 | $3,538+61.3% | $4,859+17.4% | $2,671+113.6% |
| Participant deferral / active EE | $15,153 | $6,405+136.6% | $7,760+95.3% | $4,126+267.2% |
| Admin fee / account holder | $5,879 | $6,978-15.8% | $10,767-45.4% | $5,651+4.0% |