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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 | $99,833 | $94,031+6.2% | $115,768-13.8% | $82,448+21.1% |
| Participation rate | 98.1% | 70.4%+27.7pp | 74.4%+23.8pp | 68.1%+30.1pp |
| Annual return | 16.09% | 20.61%-4.5pp | 100.46%-84.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $7,058 | $2,323+203.8% | $2,940+140.1% | $2,551+176.7% |
| Participant deferral / active EE | $7,621 | $3,972+91.9% | $4,917+55.0% | $4,139+84.1% |
| Admin fee / account holder | $8,354 | $10,249-18.5% | $12,439-32.8% | $7,234+15.5% |