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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 | $159,293 | $86,050+85.1% | $189,758-16.1% | $94,015+69.4% |
| Participation rate | 87.9% | 68.9%+19.0pp | 79.8%+8.1pp | 70.8%+17.1pp |
| Annual return | 17.47% | 17.77%-0.3pp | 52.62%-35.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $7,385 | $2,819+162.0% | $4,767+54.9% | $2,790+164.7% |
| Participant deferral / active EE | $19,240 | $3,349+474.6% | $5,856+228.6% | $4,249+352.8% |
| Admin fee / account holder | $4,360 | $6,627-34.2% | $20,388-78.6% | $8,951-51.3% |