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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 | $92,432 | $98,766-6.4% | $149,730-38.3% | $79,852+15.8% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 26.07% | 27.43%-1.4pp | 276.70%-250.6pp | 31.72%-5.6pp |
| Employer contribution / active EE | $6,460 | $3,217+100.8% | $4,645+39.1% | $2,471+161.4% |
| Participant deferral / active EE | $15,629 | $5,681+175.1% | $6,843+128.4% | $3,740+317.8% |
| Admin fee / account holder | $6,658 | $6,052+10.0% | $9,310-28.5% | $5,306+25.5% |