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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 | $107,064 | $93,598+14.4% | $135,974-21.3% | $75,173+42.4% |
| Participation rate | 95.8% | 75.2%+20.6pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 21.77% | 30.89%-9.1pp | 68.30%-46.5pp | 160.72%-138.9pp |
| Employer contribution / active EE | $6,205 | $3,538+75.4% | $4,859+27.7% | $2,671+132.3% |
| Participant deferral / active EE | $8,853 | $6,405+38.2% | $7,760+14.1% | $4,126+114.6% |
| Admin fee / account holder | $2,122 | $6,978-69.6% | $10,767-80.3% | $5,651-62.4% |