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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 | $158,227 | $138,393+14.3% | $184,256-14.1% | $80,959+95.4% |
| Participation rate | 97.7% | 83.9%+13.8pp | 86.8%+10.9pp | 67.7%+30.1pp |
| Annual return | 19.24% | 20.01%-0.8pp | 28.85%-9.6pp | 35.67%-16.4pp |
| Employer contribution / active EE | $17,912 | $4,847+269.5% | $6,427+178.7% | $2,757+549.6% |
| Participant deferral / active EE | $17,158 | $7,076+142.5% | $9,133+87.9% | $4,300+299.0% |
| Admin fee / account holder | $3,198 | $10,489-69.5% | $13,899-77.0% | $6,925-53.8% |