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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 | $165,038 | $123,793+33.3% | $177,840-7.2% | $79,852+106.7% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 14.87% | 22.82%-8.0pp | 48.32%-33.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $7,559 | $4,095+84.6% | $5,919+27.7% | $2,471+205.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,430 | $7,243-38.8% | $12,431-64.4% | $5,306-16.5% |