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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 | $93,345+9.1% | $119,126-14.5% | $87,485+16.4% |
| Participation rate | 95.7% | 68.7%+27.0pp | 75.8%+20.0pp | 68.9%+26.8pp |
| Annual return | 14.37% | 19.08%-4.7pp | 282.11%-267.7pp | 26.06%-11.7pp |
| Employer contribution / active EE | $9,248 | $3,172+191.6% | $4,034+129.3% | $2,596+256.2% |
| Participant deferral / active EE | $5,101 | $4,099+24.5% | $5,318-4.1% | $4,274+19.4% |
| Admin fee / account holder | $324 | $8,039-96.0% | $10,693-97.0% | $7,775-95.8% |