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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 | $85,843 | $77,523+10.7% | $100,383-14.5% | $80,874+6.1% |
| Participation rate | 96.6% | 77.0%+19.6pp | 81.5%+15.1pp | 67.6%+28.9pp |
| Annual return | 39.58% | 37.21%+2.4pp | 49.26%-9.7pp | 35.62%+4.0pp |
| Employer contribution / active EE | $10,111 | $2,801+260.9% | $3,944+156.4% | $2,756+266.9% |
| Participant deferral / active EE | $15,206 | $6,822+122.9% | $8,086+88.1% | $4,297+253.9% |
| Admin fee / account holder | $4,136 | $5,899-29.9% | $7,900-47.6% | $6,935-40.4% |