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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 | $165,385 | $94,436+75.1% | $115,599+43.1% | $82,637+100.1% |
| Participation rate | 96.7% | 70.4%+26.2pp | 74.3%+22.4pp | 68.1%+28.6pp |
| Annual return | 14.78% | 18.37%-3.6pp | 111.10%-96.3pp | 53.51%-38.7pp |
| Employer contribution / active EE | $3,220 | $2,324+38.6% | $2,955+9.0% | $2,552+26.2% |
| Participant deferral / active EE | $8,579 | $3,955+116.9% | $4,889+75.5% | $4,126+107.9% |
| Admin fee / account holder | $2,437 | $10,328-76.4% | $12,841-81.0% | $7,339-66.8% |