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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 | $167,706 | $77,962+115.1% | $178,540-6.1% | $80,935+107.2% |
| Participation rate | 94.4% | 65.7%+28.7pp | 77.1%+17.3pp | 67.7%+26.7pp |
| Annual return | 13.95% | 18.10%-4.1pp | 27.15%-13.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $12,056 | $2,280+428.7% | $3,953+205.0% | $2,757+337.3% |
| Participant deferral / active EE | $12,553 | $4,404+185.0% | $6,281+99.9% | $4,299+192.0% |
| Admin fee / account holder | $22,968 | $7,156+221.0% | $10,424+120.3% | $6,924+231.7% |