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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 | $86,613 | $91,559-5.4% | $133,971-35.3% | $79,852+8.5% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.0pp |
| Annual return | 17.06% | 61.85%-44.8pp | 45.09%-28.0pp | 31.72%-14.7pp |
| Employer contribution / active EE | $4,282 | $2,384+79.6% | $3,919+9.3% | $2,471+73.3% |
| Participant deferral / active EE | $6,902 | $3,734+84.8% | $5,047+36.7% | $3,740+84.5% |
| Admin fee / account holder | $9,793 | $6,321+54.9% | $8,929+9.7% | $5,306+84.6% |