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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 | $177,387 | $64,462+175.2% | $81,482+117.7% | $80,911+119.2% |
| Participation rate | 98.3% | 63.9%+34.4pp | 69.5%+28.8pp | 67.6%+30.7pp |
| Annual return | 15.58% | 16.35%-0.8pp | 24.79%-9.2pp | 35.63%-20.1pp |
| Employer contribution / active EE | $6,421 | $1,979+224.5% | $2,463+160.7% | $2,756+133.0% |
| Participant deferral / active EE | $3,554 | $3,094+14.9% | $3,885-8.5% | $4,297-17.3% |
| Admin fee / account holder | $2,319 | $5,678-59.1% | $5,761-59.7% | $6,935-66.6% |