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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 | $93,024 | $98,766-5.8% | $149,730-37.9% | $79,852+16.5% |
| Participation rate | 98.4% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 37.68% | 27.43%+10.2pp | 276.70%-239.0pp | 31.72%+6.0pp |
| Employer contribution / active EE | $15,477 | $3,217+381.1% | $4,645+233.2% | $2,471+526.3% |
| Participant deferral / active EE | $12,289 | $5,681+116.3% | $6,843+79.6% | $3,740+228.5% |
| Admin fee / account holder | $10,796 | $6,052+78.4% | $9,310+16.0% | $5,306+103.5% |