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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 | $99,320 | $73,988+34.2% | $96,538+2.9% | $75,177+32.1% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+28.9pp |
| Annual return | 20.81% | 26.73%-5.9pp | 35.74%-14.9pp | 160.75%-139.9pp |
| Employer contribution / active EE | $5,816 | $2,930+98.5% | $3,740+55.5% | $2,671+117.7% |
| Participant deferral / active EE | $2,091 | $3,660-42.9% | $4,880-57.2% | $4,126-49.3% |
| Admin fee / account holder | $1,696 | $5,220-67.5% | $6,737-74.8% | $5,651-70.0% |