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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 | $109,671 | $109,359+0.3% | $162,177-32.4% | $72,975+50.3% |
| Participation rate | 97.5% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+28.0pp |
| Annual return | 19.06% | 25.46%-6.4pp | 115.60%-96.5pp | 81.01%-62.0pp |
| Employer contribution / active EE | $8,256 | $3,907+111.3% | $5,613+47.1% | $2,440+238.3% |
| Participant deferral / active EE | $4,182 | $5,481-23.7% | $7,297-42.7% | $3,608+15.9% |
| Admin fee / account holder | $11,607 | $7,972+45.6% | $10,843+7.0% | $5,124+126.5% |