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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 | $99,873 | $98,776+1.1% | $149,745-33.3% | $79,856+25.1% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.9pp |
| Annual return | 20.84% | 27.38%-6.5pp | 276.72%-255.9pp | 31.71%-10.9pp |
| Employer contribution / active EE | $5,519 | $3,217+71.5% | $4,646+18.8% | $2,471+123.3% |
| Participant deferral / active EE | $4,197 | $5,681-26.1% | $6,843-38.7% | $3,741+12.2% |
| Admin fee / account holder | $8,408 | $6,053+38.9% | $9,312-9.7% | $5,306+58.5% |