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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 | $107,604 | $58,851+82.8% | $115,167-6.6% | $72,976+47.5% |
| Participation rate | 96.4% | 65.5%+30.9pp | 75.9%+20.5pp | 69.5%+26.9pp |
| Annual return | 21.95% | 23.16%-1.2pp | 35.60%-13.7pp | 81.02%-59.1pp |
| Employer contribution / active EE | $8,654 | $1,798+381.4% | $3,179+172.2% | $2,440+254.7% |
| Participant deferral / active EE | $4,722 | $2,643+78.7% | $4,169+13.3% | $3,608+30.9% |
| Admin fee / account holder | $957 | $6,370-85.0% | $7,089-86.5% | $5,124-81.3% |