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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 | $89,910 | $101,752-11.6% | $164,928-45.5% | $80,911+11.1% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.0pp | 67.6%+29.0pp |
| Annual return | 16.54% | 16.73%-0.2pp | 70.08%-53.5pp | 35.63%-19.1pp |
| Employer contribution / active EE | $9,032 | $2,953+205.8% | $4,343+107.9% | $2,756+227.7% |
| Participant deferral / active EE | $6,184 | $4,477+38.1% | $6,034+2.5% | $4,297+43.9% |
| Admin fee / account holder | $513 | $8,218-93.8% | $12,684-96.0% | $6,935-92.6% |