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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 | $86,616 | $106,749-18.9% | $145,433-40.4% | $82,448+5.1% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 188.11% | 27.59%+160.5pp | 66.58%+121.5pp | 41.64%+146.5pp |
| Employer contribution / active EE | $5,199 | $3,444+50.9% | $4,554+14.2% | $2,551+103.8% |
| Participant deferral / active EE | $12,673 | $6,519+94.4% | $7,897+60.5% | $4,139+206.2% |
| Admin fee / account holder | $1,699 | $8,390-79.7% | $13,129-87.1% | $7,234-76.5% |