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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 | $173,209 | $78,027+122.0% | $178,528-3.0% | $80,925+114.0% |
| Participation rate | 98.0% | 65.7%+32.4pp | 77.1%+20.9pp | 67.7%+30.4pp |
| Annual return | 20.13% | 18.09%+2.0pp | 27.11%-7.0pp | 35.65%-15.5pp |
| Employer contribution / active EE | $3,963 | $2,281+73.7% | $3,950+0.3% | $2,756+43.8% |
| Participant deferral / active EE | $11,947 | $4,408+171.1% | $6,278+90.3% | $4,299+177.9% |
| Admin fee / account holder | $5,742 | $7,168-19.9% | $10,419-44.9% | $6,940-17.3% |