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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 | $167,883 | $86,050+95.1% | $189,758-11.5% | $94,015+78.6% |
| Participation rate | 94.7% | 68.9%+25.8pp | 79.8%+14.9pp | 70.8%+23.9pp |
| Annual return | 16.99% | 17.77%-0.8pp | 52.62%-35.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $3,135 | $2,819+11.2% | $4,767-34.2% | $2,790+12.4% |
| Participant deferral / active EE | $7,675 | $3,349+129.2% | $5,856+31.1% | $4,249+80.6% |
| Admin fee / account holder | $1,556 | $6,627-76.5% | $20,388-92.4% | $8,951-82.6% |