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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 | $91,630 | $103,008-11.0% | $90,304+1.5% | $152,897-40.1% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.5%+12.8pp |
| Annual return | 18.95% | 95.22%-76.3pp | 78.13%-59.2pp | 345.43%-326.5pp |
| Employer contribution / active EE | $9,921 | $3,139+216.0% | $2,855+247.5% | $4,764+108.3% |
| Participant deferral / active EE | $7,962 | $4,281+86.0% | $3,885+104.9% | $5,851+36.1% |
| Admin fee / account holder | $2,603 | $6,175-57.8% | $5,354-51.4% | $11,599-77.6% |