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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 | $101,825 | $105,284-3.3% | $150,734-32.4% | $94,015+8.3% |
| Participation rate | 95.7% | 71.7%+24.0pp | 78.4%+17.3pp | 70.8%+24.9pp |
| Annual return | 14.37% | 15.67%-1.3pp | 600.81%-586.4pp | 17.84%-3.5pp |
| Employer contribution / active EE | $9,248 | $3,599+157.0% | $4,918+88.0% | $2,790+231.5% |
| Participant deferral / active EE | $5,101 | $4,274+19.4% | $5,610-9.1% | $4,249+20.0% |
| Admin fee / account holder | $324 | $9,839-96.7% | $14,905-97.8% | $8,951-96.4% |