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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 | $176,621 | $86,050+105.3% | $189,758-6.9% | $94,015+87.9% |
| Participation rate | 97.4% | 68.9%+28.5pp | 79.8%+17.6pp | 70.8%+26.5pp |
| Annual return | 17.21% | 17.77%-0.6pp | 52.62%-35.4pp | 17.84%-0.6pp |
| Employer contribution / active EE | $8,286 | $2,819+193.9% | $4,767+73.8% | $2,790+197.0% |
| Participant deferral / active EE | $5,023 | $3,349+50.0% | $5,856-14.2% | $4,249+18.2% |
| Admin fee / account holder | $169,615 | $6,627+2459.6% | $20,388+731.9% | $8,951+1794.9% |