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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 | $99,440 | $98,776+0.7% | $149,745-33.6% | $79,856+24.5% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.5%+15.2pp | 69.6%+28.1pp |
| Annual return | 19.16% | 27.38%-8.2pp | 276.72%-257.6pp | 31.71%-12.6pp |
| Employer contribution / active EE | $6,309 | $3,217+96.1% | $4,646+35.8% | $2,471+155.3% |
| Participant deferral / active EE | $9,525 | $5,681+67.6% | $6,843+39.2% | $3,741+154.6% |
| Admin fee / account holder | $10,443 | $6,053+72.5% | $9,312+12.1% | $5,306+96.8% |