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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 | $99,504 | $106,864-6.9% | $147,318-32.5% | $82,637+20.4% |
| Participation rate | 93.3% | 75.5%+17.8pp | 82.1%+11.3pp | 68.1%+25.3pp |
| Annual return | 18.18% | 27.49%-9.3pp | 70.43%-52.2pp | 53.51%-35.3pp |
| Employer contribution / active EE | $7,781 | $3,417+127.7% | $4,593+69.4% | $2,552+204.9% |
| Participant deferral / active EE | $18,392 | $6,496+183.1% | $7,906+132.6% | $4,126+345.7% |
| Admin fee / account holder | $20,896 | $8,415+148.3% | $13,708+52.4% | $7,339+184.7% |