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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 | $94,854 | $93,345+1.6% | $119,126-20.4% | $87,485+8.4% |
| Participation rate | 93.9% | 68.7%+25.1pp | 75.8%+18.1pp | 68.9%+24.9pp |
| Annual return | 17.50% | 19.08%-1.6pp | 282.11%-264.6pp | 26.06%-8.6pp |
| Employer contribution / active EE | $7,276 | $3,172+129.4% | $4,034+80.4% | $2,596+180.2% |
| Participant deferral / active EE | $6,158 | $4,099+50.2% | $5,318+15.8% | $4,274+44.1% |
| Admin fee / account holder | $2,034 | $8,039-74.7% | $10,693-81.0% | $7,775-73.8% |