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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 | $106,749-1.1% | $145,433-27.4% | $82,448+28.0% |
| Participation rate | 98.7% | 75.6%+23.0pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | 19.54% | 27.59%-8.1pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $5,896 | $3,444+71.2% | $4,554+29.5% | $2,551+131.1% |
| Participant deferral / active EE | $9,925 | $6,519+52.3% | $7,897+25.7% | $4,139+139.8% |
| Admin fee / account holder | $4,336 | $8,390-48.3% | $13,129-67.0% | $7,234-40.1% |