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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 | $93,650 | $84,236+11.2% | $170,435-45.1% | $70,126+33.5% |
| Participation rate | 98.9% | 70.8%+28.0pp | 83.6%+15.3pp | 69.5%+29.3pp |
| Annual return | 16.08% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $7,467 | $3,387+120.4% | $5,432+37.5% | $2,343+218.8% |
| Participant deferral / active EE | $4,960 | $3,086+60.7% | $4,939+0.4% | $3,332+48.9% |
| Admin fee / account holder | $10,100 | $5,698+77.3% | $13,881-27.2% | $4,645+117.4% |