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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 | $55,235 | $99,875-44.7% | $146,866-62.4% | $86,983-36.5% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 16.80% | 28.10%-11.3pp | 102.85%-86.1pp | 25.83%-9.0pp |
| Employer contribution / active EE | $7,092 | $3,224+119.9% | $4,425+60.3% | $2,584+174.4% |
| Participant deferral / active EE | $9,777 | $6,322+54.6% | $7,759+26.0% | $4,194+133.1% |
| Admin fee / account holder | $10,320 | $7,838+31.7% | $13,620-24.2% | $7,856+31.4% |