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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 | $172,341 | $106,864+61.3% | $147,318+17.0% | $82,637+108.6% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 15.25% | 27.49%-12.2pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $6,023 | $3,417+76.3% | $4,593+31.1% | $2,552+136.0% |
| Participant deferral / active EE | $12,962 | $6,496+99.6% | $7,906+63.9% | $4,126+214.1% |
| Admin fee / account holder | $3,665 | $8,415-56.4% | $13,708-73.3% | $7,339-50.1% |