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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 | $84,648 | $99,875-15.2% | $146,866-42.4% | $86,983-2.7% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.5%+29.1pp |
| Annual return | 26.97% | 28.10%-1.1pp | 102.85%-75.9pp | 25.83%+1.1pp |
| Employer contribution / active EE | $6,143 | $3,224+90.5% | $4,425+38.8% | $2,584+137.7% |
| Participant deferral / active EE | $11,195 | $6,322+77.1% | $7,759+44.3% | $4,194+166.9% |
| Admin fee / account holder | $10,307 | $7,838+31.5% | $13,620-24.3% | $7,856+31.2% |