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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 | $91,844 | $78,672+16.7% | $109,163-15.9% | $85,856+7.0% |
| Participation rate | 94.4% | 68.3%+26.2pp | 75.9%+18.6pp | 69.3%+25.1pp |
| Annual return | 14.31% | 25.09%-10.8pp | 25.75%-11.4pp | 318.58%-304.3pp |
| Employer contribution / active EE | $14,178 | $2,734+418.6% | $3,723+280.9% | $2,565+452.7% |
| Participant deferral / active EE | $2,963 | $3,467-14.6% | $4,654-36.3% | $3,952-25.0% |
| Admin fee / account holder | $7,530 | $5,470+37.7% | $6,754+11.5% | $6,261+20.3% |