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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 | $89,394 | $99,994-10.6% | $146,643-39.0% | $85,847+4.1% |
| Participation rate | 90.7% | 73.1%+17.7pp | 80.1%+10.7pp | 69.3%+21.4pp |
| Annual return | 13.34% | 18.93%-5.6pp | 22.75%-9.4pp | 318.61%-305.3pp |
| Employer contribution / active EE | $4,774 | $2,559+86.6% | $4,137+15.4% | $2,565+86.1% |
| Participant deferral / active EE | $11,305 | $4,006+182.2% | $5,506+105.3% | $3,952+186.0% |
| Admin fee / account holder | $2,335 | $7,703-69.7% | $10,280-77.3% | $6,261-62.7% |