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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 | $96,154 | $99,875-3.7% | $146,866-34.5% | $86,983+10.5% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 20.25% | 28.10%-7.8pp | 102.85%-82.6pp | 25.83%-5.6pp |
| Employer contribution / active EE | $6,499 | $3,224+101.6% | $4,425+46.9% | $2,584+151.5% |
| Participant deferral / active EE | $15,413 | $6,322+143.8% | $7,759+98.6% | $4,194+267.5% |
| Admin fee / account holder | $5,473 | $7,838-30.2% | $13,620-59.8% | $7,856-30.3% |