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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 | $176,641 | $76,551+130.7% | $123,894+42.6% | $62,881+180.9% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.4pp | 69.3%+28.5pp |
| Annual return | 7.47% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $10,636 | $2,882+269.0% | $4,617+130.4% | $2,281+366.3% |
| Participant deferral / active EE | $10,325 | $4,840+113.3% | $5,984+72.5% | $3,203+222.4% |
| Admin fee / account holder | $1,413 | $4,826-70.7% | $8,357-83.1% | $4,296-67.1% |