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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 | $163,586 | $110,137+48.5% | $161,149+1.5% | $82,637+98.0% |
| Participation rate | 97.1% | 72.4%+24.8pp | 78.8%+18.3pp | 68.1%+29.1pp |
| Annual return | 15.50% | 20.69%-5.2pp | 21.16%-5.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $7,062 | $2,856+147.3% | $4,360+62.0% | $2,552+176.7% |
| Participant deferral / active EE | $7,291 | $4,575+59.4% | $6,153+18.5% | $4,126+76.7% |
| Admin fee / account holder | $13,525 | $9,467+42.9% | $15,194-11.0% | $7,339+84.3% |