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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 | $165,024 | $81,262+103.1% | $155,602+6.1% | $80,911+104.0% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+17.9pp | 67.6%+28.5pp |
| Annual return | 12.27% | 33.34%-21.1pp | 64.81%-52.5pp | 35.63%-23.4pp |
| Employer contribution / active EE | $8,315 | $3,102+168.0% | $4,675+77.8% | $2,756+201.7% |
| Participant deferral / active EE | $6,090 | $3,451+76.4% | $5,629+8.2% | $4,297+41.7% |
| Admin fee / account holder | $1,045 | $7,992-86.9% | $15,923-93.4% | $6,935-84.9% |