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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 | $107,163 | $93,589+14.5% | $135,942-21.2% | $75,181+42.5% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 67.2%+31.6pp |
| Annual return | 21.52% | 30.90%-9.4pp | 68.28%-46.8pp | 160.69%-139.2pp |
| Employer contribution / active EE | $11,859 | $3,537+235.3% | $4,858+144.1% | $2,671+344.1% |
| Participant deferral / active EE | $12,502 | $6,405+95.2% | $7,759+61.1% | $4,126+203.0% |
| Admin fee / account holder | $7,494 | $6,977+7.4% | $10,764-30.4% | $5,650+32.6% |