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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 | $95,286 | $95,406-0.1% | $185,849-48.7% | $85,847+11.0% |
| Participation rate | 93.1% | 68.8%+24.3pp | 81.7%+11.3pp | 69.3%+23.7pp |
| Annual return | 18.00% | 23.59%-5.6pp | 122.10%-104.1pp | 318.61%-300.6pp |
| Employer contribution / active EE | $7,641 | $3,314+130.6% | $5,169+47.8% | $2,565+197.9% |
| Participant deferral / active EE | $6,567 | $3,424+91.8% | $5,569+17.9% | $3,952+66.2% |
| Admin fee / account holder | $6,893 | $7,214-4.5% | $16,244-57.6% | $6,261+10.1% |