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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 | $98,000 | $106,749-8.2% | $145,433-32.6% | $82,448+18.9% |
| Participation rate | 95.1% | 75.6%+19.5pp | 82.1%+13.0pp | 68.1%+27.1pp |
| Annual return | 93.01% | 27.59%+65.4pp | 66.58%+26.4pp | 41.64%+51.4pp |
| Employer contribution / active EE | $8,098 | $3,444+135.1% | $4,554+77.8% | $2,551+217.4% |
| Participant deferral / active EE | $16,793 | $6,519+157.6% | $7,897+112.6% | $4,139+305.7% |
| Admin fee / account holder | $4,616 | $8,390-45.0% | $13,129-64.8% | $7,234-36.2% |