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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 | $157,174 | $80,985+94.1% | $96,576+62.7% | $75,181+109.1% |
| Participation rate | 98.4% | 71.8%+26.6pp | 76.0%+22.4pp | 67.2%+31.2pp |
| Annual return | 20.54% | 27.05%-6.5pp | 25.87%-5.3pp | 160.69%-140.1pp |
| Employer contribution / active EE | $16,937 | $2,282+642.0% | $2,965+471.2% | $2,671+534.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,078 | $6,719-9.5% | $8,253-26.4% | $5,650+7.6% |