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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 | $101,848 | $113,338-10.1% | $94,993+7.2% | $147,585-31.0% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.9%+15.0pp | 82.8%+6.1pp |
| Annual return | 15.11% | 20.80%-5.7pp | 27.14%-12.0pp | 578.58%-563.5pp |
| Employer contribution / active EE | $11,694 | $3,160+270.0% | $2,603+349.2% | $4,876+139.8% |
| Participant deferral / active EE | $7,447 | $3,777+97.2% | $3,317+124.5% | $5,439+36.9% |
| Admin fee / account holder | $5,540 | $6,063-8.6% | $4,960+11.7% | $10,886-49.1% |