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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 | $100,555 | $77,638+29.5% | $156,551-35.8% | $62,881+59.9% |
| Participation rate | 97.9% | 71.2%+26.7pp | 84.0%+13.9pp | 69.3%+28.6pp |
| Annual return | 12.56% | 50.33%-37.8pp | 32.23%-19.7pp | 20.14%-7.6pp |
| Employer contribution / active EE | $10,628 | $3,444+208.6% | $5,501+93.2% | $2,281+366.0% |
| Participant deferral / active EE | $5,625 | $3,046+84.7% | $4,871+15.5% | $3,203+75.6% |
| Admin fee / account holder | $2,103 | $5,561-62.2% | $13,028-83.9% | $4,296-51.0% |