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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 | $104,461 | $49,239+112.1% | $70,462+48.3% | $79,858+30.8% |
| Participation rate | 98.5% | 69.2%+29.3pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 13.57% | 30.08%-16.5pp | 109.08%-95.5pp | 31.72%-18.2pp |
| Employer contribution / active EE | $8,838 | $2,100+320.8% | $2,737+222.9% | $2,471+257.7% |
| Participant deferral / active EE | $7,244 | $2,769+161.6% | $3,710+95.3% | $3,740+93.7% |
| Admin fee / account holder | $4,365 | $2,876+51.7% | $3,845+13.5% | $5,306-17.7% |