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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 | $108,141 | $98,766+9.5% | $149,730-27.8% | $79,852+35.4% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.4pp |
| Annual return | 26.29% | 27.43%-1.1pp | 276.70%-250.4pp | 31.72%-5.4pp |
| Employer contribution / active EE | $3,343 | $3,217+3.9% | $4,645-28.0% | $2,471+35.3% |
| Participant deferral / active EE | $8,110 | $5,681+42.8% | $6,843+18.5% | $3,740+116.8% |
| Admin fee / account holder | $811 | $6,052-86.6% | $9,310-91.3% | $5,306-84.7% |