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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 | $112,335 | $105,284+6.7% | $150,734-25.5% | $94,015+19.5% |
| Participation rate | 98.4% | 71.7%+26.7pp | 78.4%+19.9pp | 70.8%+27.6pp |
| Annual return | 12.91% | 15.67%-2.8pp | 600.81%-587.9pp | 17.84%-4.9pp |
| Employer contribution / active EE | $12,299 | $3,599+241.7% | $4,918+150.1% | $2,790+340.8% |
| Participant deferral / active EE | $8,671 | $4,274+102.9% | $5,610+54.6% | $4,249+104.1% |
| Admin fee / account holder | $14,197 | $9,839+44.3% | $14,905-4.8% | $8,951+58.6% |