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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 | $95,228 | $109,359-12.9% | $162,185-41.3% | $72,976+30.5% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.6%+8.7pp | 69.5%+26.8pp |
| Annual return | 20.63% | 25.46%-4.8pp | 115.61%-95.0pp | 81.02%-60.4pp |
| Employer contribution / active EE | $13,380 | $3,907+242.4% | $5,613+138.4% | $2,440+448.4% |
| Participant deferral / active EE | $12,458 | $5,481+127.3% | $7,297+70.7% | $3,608+245.3% |
| Admin fee / account holder | $695 | $7,972-91.3% | $10,844-93.6% | $5,124-86.4% |