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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 | $99,250 | $93,589+6.0% | $135,942-27.0% | $75,181+32.0% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 16.84% | 30.90%-14.1pp | 68.28%-51.4pp | 160.69%-143.8pp |
| Employer contribution / active EE | $4,769 | $3,537+34.8% | $4,858-1.8% | $2,671+78.6% |
| Participant deferral / active EE | $11,613 | $6,405+81.3% | $7,759+49.7% | $4,126+181.5% |
| Admin fee / account holder | $9,188 | $6,977+31.7% | $10,764-14.6% | $5,650+62.6% |