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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 | $111,292 | $104,482+6.5% | $159,455-30.2% | $79,393+40.2% |
| Participation rate | 95.2% | 76.6%+18.6pp | 82.8%+12.4pp | 70.7%+24.5pp |
| Annual return | 23.59% | 67.96%-44.4pp | 263.63%-240.0pp | 116.87%-93.3pp |
| Employer contribution / active EE | $10,250 | $3,416+200.0% | $4,830+112.2% | $2,428+322.2% |
| Participant deferral / active EE | $11,971 | $6,467+85.1% | $7,353+62.8% | $4,046+195.9% |
| Admin fee / account holder | $6,064 | $711+752.6% | $10,800-43.9% | $627+867.9% |