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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 | $87,424 | $84,236+3.8% | $170,435-48.7% | $70,126+24.7% |
| Participation rate | 91.3% | 70.8%+20.4pp | 83.6%+7.7pp | 69.5%+21.7pp |
| Annual return | 22.97% | 23.06%-0.1pp | 205.94%-183.0pp | 73.15%-50.2pp |
| Employer contribution / active EE | $5,619 | $3,387+65.9% | $5,432+3.4% | $2,343+139.9% |
| Participant deferral / active EE | $2,091 | $3,086-32.3% | $4,939-57.7% | $3,332-37.3% |
| Admin fee / account holder | $3,001 | $5,698-47.3% | $13,881-78.4% | $4,645-35.4% |