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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 | $90,156 | $105,284-14.4% | $150,734-40.2% | $94,015-4.1% |
| Participation rate | 91.1% | 71.7%+19.4pp | 78.4%+12.7pp | 70.8%+20.3pp |
| Annual return | 17.23% | 15.67%+1.6pp | 600.81%-583.6pp | 17.84%-0.6pp |
| Employer contribution / active EE | $5,365 | $3,599+49.1% | $4,918+9.1% | $2,790+92.3% |
| Participant deferral / active EE | $9,554 | $4,274+123.6% | $5,610+70.3% | $4,249+124.8% |
| Admin fee / account holder | $1,998 | $9,839-79.7% | $14,905-86.6% | $8,951-77.7% |