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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 | $81,676 | $106,749-23.5% | $145,433-43.8% | $82,448-0.9% |
| Participation rate | 98.5% | 75.6%+22.9pp | 82.1%+16.4pp | 68.1%+30.4pp |
| Annual return | 49.87% | 27.59%+22.3pp | 66.58%-16.7pp | 41.64%+8.2pp |
| Employer contribution / active EE | $6,383 | $3,444+85.3% | $4,554+40.1% | $2,551+150.2% |
| Participant deferral / active EE | $14,270 | $6,519+118.9% | $7,897+80.7% | $4,139+244.7% |
| Admin fee / account holder | $11,412 | $8,390+36.0% | $13,129-13.1% | $7,234+57.7% |