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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 | $89,161 | $77,164+15.5% | $178,014-49.9% | $80,874+10.2% |
| Participation rate | 95.7% | 65.7%+29.9pp | 77.1%+18.6pp | 67.6%+28.0pp |
| Annual return | 13.17% | 18.09%-4.9pp | 294.80%-281.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $11,176 | $2,288+388.6% | $3,950+182.9% | $2,756+305.6% |
| Participant deferral / active EE | $6,028 | $4,408+36.8% | $6,276-4.0% | $4,297+40.3% |
| Admin fee / account holder | $8,862 | $7,164+23.7% | $10,362-14.5% | $6,935+27.8% |