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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 | $99,741 | $76,551+30.3% | $123,894-19.5% | $62,881+58.6% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.6pp | 69.3%+28.7pp |
| Annual return | 13.40% | 18.68%-5.3pp | 47.52%-34.1pp | 20.14%-6.7pp |
| Employer contribution / active EE | $7,440 | $2,882+158.1% | $4,617+61.2% | $2,281+226.2% |
| Participant deferral / active EE | $12,511 | $4,840+158.5% | $5,984+109.1% | $3,203+290.6% |
| Admin fee / account holder | $859 | $4,826-82.2% | $8,357-89.7% | $4,296-80.0% |