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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 | $92,470 | $78,682+17.5% | $109,188-15.3% | $85,851+7.7% |
| Participation rate | 98.2% | 68.3%+29.9pp | 75.9%+22.3pp | 69.3%+28.9pp |
| Annual return | 13.32% | 25.09%-11.8pp | 25.76%-12.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $12,014 | $2,734+339.4% | $3,723+222.7% | $2,565+368.3% |
| Participant deferral / active EE | $5,114 | $3,468+47.5% | $4,654+9.9% | $3,952+29.4% |
| Admin fee / account holder | $1,335 | $5,470-75.6% | $6,755-80.2% | $6,261-78.7% |