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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 | $105,101 | $93,345+12.6% | $119,126-11.8% | $87,485+20.1% |
| Participation rate | 93.9% | 68.7%+25.2pp | 75.8%+18.2pp | 68.9%+25.0pp |
| Annual return | 14.50% | 19.08%-4.6pp | 282.11%-267.6pp | 26.06%-11.6pp |
| Employer contribution / active EE | $6,455 | $3,172+103.5% | $4,034+60.0% | $2,596+148.6% |
| Participant deferral / active EE | $6,120 | $4,099+49.3% | $5,318+15.1% | $4,274+43.2% |
| Admin fee / account holder | $1,326 | $8,039-83.5% | $10,693-87.6% | $7,775-82.9% |