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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 | $90,611 | $77,814+16.4% | $158,223-42.7% | $86,983+4.2% |
| Participation rate | 96.9% | 68.4%+28.5pp | 79.2%+17.7pp | 69.5%+27.3pp |
| Annual return | 15.87% | 30.54%-14.7pp | 52.09%-36.2pp | 25.83%-10.0pp |
| Employer contribution / active EE | $8,553 | $2,592+230.0% | $4,109+108.2% | $2,584+230.9% |
| Participant deferral / active EE | $8,644 | $3,270+164.4% | $5,467+58.1% | $4,194+106.1% |
| Admin fee / account holder | $2,371 | $5,879-59.7% | $16,047-85.2% | $7,856-69.8% |