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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 | $159,332 | $60,444+163.6% | $68,948+131.1% | $82,448+93.3% |
| Participation rate | 96.6% | 73.6%+22.9pp | 79.2%+17.4pp | 68.1%+28.5pp |
| Annual return | 15.23% | 15.42%-0.2pp | 28.39%-13.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $5,595 | $3,449+62.2% | $4,165+34.4% | $2,551+119.3% |
| Participant deferral / active EE | $13,743 | $3,658+275.7% | $6,186+122.2% | $4,139+232.0% |
| Admin fee / account holder | $2,560 | $6,421-60.1% | $7,539-66.0% | $7,234-64.6% |