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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 | $189,929 | $81,476+133.1% | $102,383+85.5% | $80,925+134.7% |
| Participation rate | 97.9% | 66.8%+31.1pp | 74.5%+23.4pp | 67.7%+30.3pp |
| Annual return | 26.55% | 25.59%+1.0pp | 24.94%+1.6pp | 35.65%-9.1pp |
| Employer contribution / active EE | $17,331 | $3,105+458.2% | $3,870+347.8% | $2,756+528.8% |
| Participant deferral / active EE | $7,931 | $3,871+104.9% | $5,060+56.8% | $4,299+84.5% |
| Admin fee / account holder | $4,673 | $6,717-30.4% | $8,391-44.3% | $6,940-32.7% |