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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 | $182,231 | $123,793+47.2% | $177,848+2.5% | $79,856+128.2% |
| Participation rate | 98.2% | 84.7%+13.6pp | 87.7%+10.5pp | 69.6%+28.6pp |
| Annual return | 16.69% | 22.82%-6.1pp | 48.33%-31.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $7,218 | $4,095+76.3% | $5,919+22.0% | $2,471+192.1% |
| Participant deferral / active EE | $16,482 | $5,956+176.7% | $7,714+113.7% | $3,741+340.6% |
| Admin fee / account holder | $1,997 | $7,243-72.4% | $12,431-83.9% | $5,306-62.4% |