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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 | $85,115 | $108,882-21.8% | $96,754-12.0% | $154,746-45.0% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 13.09% | 98.39%-85.3pp | 82.04%-68.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $5,791 | $3,018+91.9% | $2,679+116.1% | $4,379+32.2% |
| Participant deferral / active EE | $8,450 | $5,323+58.8% | $4,758+77.6% | $6,730+25.6% |
| Admin fee / account holder | $2,455 | $10,200-75.9% | $8,905-72.4% | $14,365-82.9% |