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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 | $88,672+1.7% | $105,223-14.3% | $82,448+9.3% |
| Participation rate | 91.1% | 67.9%+23.2pp | 75.0%+16.1pp | 68.1%+23.0pp |
| Annual return | 17.23% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $5,365 | $3,048+76.0% | $3,689+45.5% | $2,551+110.3% |
| Participant deferral / active EE | $9,554 | $4,036+136.7% | $5,072+88.4% | $4,139+130.8% |
| Admin fee / account holder | $1,998 | $7,146-72.0% | $8,859-77.5% | $7,234-72.4% |