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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 | $105,552 | $99,875+5.7% | $146,866-28.1% | $86,983+21.3% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.5%+29.1pp |
| Annual return | 19.54% | 28.10%-8.6pp | 102.85%-83.3pp | 25.83%-6.3pp |
| Employer contribution / active EE | $5,896 | $3,224+82.9% | $4,425+33.3% | $2,584+128.1% |
| Participant deferral / active EE | $9,925 | $6,322+57.0% | $7,759+27.9% | $4,194+136.7% |
| Admin fee / account holder | $4,336 | $7,838-44.7% | $13,620-68.2% | $7,856-44.8% |