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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 | $127,282 | $105,284+20.9% | $150,734-15.6% | $94,015+35.4% |
| Participation rate | 97.6% | 71.7%+25.9pp | 78.4%+19.2pp | 70.8%+26.8pp |
| Annual return | 14.01% | 15.67%-1.7pp | 600.81%-586.8pp | 17.84%-3.8pp |
| Employer contribution / active EE | $8,289 | $3,599+130.3% | $4,918+68.5% | $2,790+197.1% |
| Participant deferral / active EE | $4,392 | $4,274+2.8% | $5,610-21.7% | $4,249+3.4% |
| Admin fee / account holder | $2,941 | $9,839-70.1% | $14,905-80.3% | $8,951-67.1% |