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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 | $185,960 | $143,969+29.2% | $199,883-7.0% | $82,637+125.0% |
| Participation rate | 97.9% | 84.1%+13.8pp | 86.8%+11.2pp | 68.1%+29.9pp |
| Annual return | 18.69% | 25.67%-7.0pp | 43.81%-25.1pp | 53.51%-34.8pp |
| Employer contribution / active EE | $4,229 | $4,632-8.7% | $6,261-32.5% | $2,552+65.7% |
| Participant deferral / active EE | $14,003 | $6,937+101.9% | $9,138+53.2% | $4,126+239.4% |
| Admin fee / account holder | $1,057 | $14,597-92.8% | $17,268-93.9% | $7,339-85.6% |