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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 | $89,916 | $78,423+14.7% | $95,964-6.3% | $79,856+12.6% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.2pp | 69.6%+23.7pp |
| Annual return | 15.01% | 19.37%-4.4pp | 91.64%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,272 | $1,945+68.2% | $2,541+28.8% | $2,471+32.4% |
| Participant deferral / active EE | $8,670 | $3,440+152.0% | $4,167+108.1% | $3,741+131.8% |
| Admin fee / account holder | $613 | $5,622-89.1% | $6,797-91.0% | $5,306-88.5% |