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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 | $96,731+8.7% | $123,973-15.2% | $86,983+20.8% |
| Participation rate | 93.9% | 70.0%+23.9pp | 76.7%+17.3pp | 69.5%+24.4pp |
| Annual return | 14.50% | 17.33%-2.8pp | 388.13%-373.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $6,455 | $3,297+95.8% | $4,126+56.4% | $2,584+149.7% |
| Participant deferral / active EE | $6,120 | $4,152+47.4% | $5,247+16.6% | $4,194+45.9% |
| Admin fee / account holder | $1,326 | $8,722-84.8% | $11,799-88.8% | $7,856-83.1% |