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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 | $181,650 | $104,694+73.5% | $85,709+111.9% | $167,536+8.4% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.9%+19.0pp | 82.1%+6.8pp |
| Annual return | 20.50% | 21.45%-0.9pp | 21.49%-1.0pp | 478.82%-458.3pp |
| Employer contribution / active EE | $10,821 | $3,337+224.2% | $2,619+313.3% | $4,839+123.6% |
| Participant deferral / active EE | $10,502 | $4,826+117.6% | $3,924+167.7% | $6,342+65.6% |
| Admin fee / account holder | $607 | $10,035-94.0% | $6,876-91.2% | $12,315-95.1% |