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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 | $130,908 | $105,284+24.3% | $150,734-13.2% | $94,015+39.2% |
| Participation rate | 98.5% | 71.7%+26.8pp | 78.4%+20.1pp | 70.8%+27.7pp |
| Annual return | 17.02% | 15.67%+1.3pp | 600.81%-583.8pp | 17.84%-0.8pp |
| Employer contribution / active EE | $5,988 | $3,599+66.4% | $4,918+21.8% | $2,790+114.6% |
| Participant deferral / active EE | $6,830 | $4,274+59.8% | $5,610+21.8% | $4,249+60.7% |
| Admin fee / account holder | $6,931 | $9,839-29.6% | $14,905-53.5% | $8,951-22.6% |