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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 | $106,581 | $65,395+63.0% | $182,540-41.6% | $72,975+46.1% |
| Participation rate | 96.0% | 65.4%+30.6pp | 78.0%+18.0pp | 69.5%+26.5pp |
| Annual return | 23.82% | 27.68%-3.9pp | 148.58%-124.8pp | 81.01%-57.2pp |
| Employer contribution / active EE | $9,375 | $1,911+390.5% | $4,076+130.0% | $2,440+284.2% |
| Participant deferral / active EE | $3,793 | $3,563+6.5% | $5,525-31.4% | $3,608+5.1% |
| Admin fee / account holder | $705 | $4,245-83.4% | $8,593-91.8% | $5,124-86.2% |