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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 | $96,731-6.8% | $123,973-27.3% | $86,983+3.6% |
| Participation rate | 91.1% | 70.0%+21.1pp | 76.7%+14.5pp | 69.5%+21.6pp |
| Annual return | 17.23% | 17.33%-0.1pp | 388.13%-370.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $5,365 | $3,297+62.7% | $4,126+30.0% | $2,584+107.6% |
| Participant deferral / active EE | $9,554 | $4,152+130.1% | $5,247+82.1% | $4,194+127.8% |
| Admin fee / account holder | $1,998 | $8,722-77.1% | $11,799-83.1% | $7,856-74.6% |