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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 | $93,601 | $68,878+35.9% | $120,574-22.4% | $80,935+15.6% |
| Participation rate | 81.8% | 61.7%+20.1pp | 71.9%+9.9pp | 67.7%+14.2pp |
| Annual return | 15.07% | 23.67%-8.6pp | 107.42%-92.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,902 | $2,065+88.9% | $3,471+12.4% | $2,757+41.5% |
| Participant deferral / active EE | $9,027 | $3,189+183.1% | $4,996+80.7% | $4,299+110.0% |
| Admin fee / account holder | $9,199 | $5,782+59.1% | $9,445-2.6% | $6,924+32.9% |