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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 | $94,715 | $93,617+1.2% | $135,982-30.3% | $75,177+26.0% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.4pp | 67.2%+30.2pp |
| Annual return | 15.86% | 30.89%-15.0pp | 68.32%-52.5pp | 160.75%-144.9pp |
| Employer contribution / active EE | $7,638 | $3,538+115.9% | $4,859+57.2% | $2,671+185.9% |
| Participant deferral / active EE | $8,982 | $6,406+40.2% | $7,760+15.7% | $4,126+117.7% |
| Admin fee / account holder | $17,594 | $6,980+152.1% | $10,767+63.4% | $5,651+211.3% |