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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 | $110,403 | $93,617+17.9% | $135,982-18.8% | $75,177+46.9% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 20.62% | 30.89%-10.3pp | 68.32%-47.7pp | 160.75%-140.1pp |
| Employer contribution / active EE | $3,250 | $3,538-8.1% | $4,859-33.1% | $2,671+21.7% |
| Participant deferral / active EE | $10,976 | $6,406+71.3% | $7,760+41.4% | $4,126+166.0% |
| Admin fee / account holder | $390 | $6,980-94.4% | $10,767-96.4% | $5,651-93.1% |