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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 | $111,712 | $72,071+55.0% | $68,368+63.4% | $137,256-18.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 33.48% | 353.14%-319.7pp | 292.57%-259.1pp | 220.34%-186.9pp |
| Employer contribution / active EE | $5,379 | $2,788+92.9% | $2,649+103.1% | $4,156+29.4% |
| Participant deferral / active EE | $13,027 | $4,410+195.4% | $4,123+216.0% | $6,407+103.3% |
| Admin fee / account holder | $706 | $5,336-86.8% | $5,150-86.3% | $12,270-94.2% |