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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 | $97,452 | $99,875-2.4% | $146,866-33.6% | $86,983+12.0% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 29.00% | 28.10%+0.9pp | 102.85%-73.9pp | 25.83%+3.2pp |
| Employer contribution / active EE | $7,408 | $3,224+129.8% | $4,425+67.4% | $2,584+186.6% |
| Participant deferral / active EE | $14,081 | $6,322+122.7% | $7,759+81.5% | $4,194+235.8% |
| Admin fee / account holder | $2,185 | $7,838-72.1% | $13,620-84.0% | $7,856-72.2% |