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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 | $107,794 | $98,760+9.1% | $149,715-28.0% | $79,858+35.0% |
| Participation rate | 98.7% | 75.8%+23.0pp | 82.5%+16.3pp | 69.6%+29.1pp |
| Annual return | 15.82% | 27.43%-11.6pp | 276.66%-260.8pp | 31.72%-15.9pp |
| Employer contribution / active EE | $13,770 | $3,217+328.0% | $4,645+196.5% | $2,471+457.3% |
| Participant deferral / active EE | $13,211 | $5,681+132.6% | $6,842+93.1% | $3,740+253.2% |
| Admin fee / account holder | $748 | $6,053-87.6% | $9,310-92.0% | $5,306-85.9% |