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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 | $78,690+15.1% | $161,489-43.9% | $87,485+3.6% |
| Participation rate | 96.9% | 67.5%+29.4pp | 78.7%+18.2pp | 68.9%+27.9pp |
| Annual return | 15.87% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $8,553 | $2,588+230.5% | $4,268+100.4% | $2,596+229.4% |
| Participant deferral / active EE | $8,644 | $3,311+161.1% | $5,630+53.5% | $4,274+102.3% |
| Admin fee / account holder | $2,371 | $6,724-64.7% | $16,006-85.2% | $7,775-69.5% |