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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 | $171,547 | $57,119+200.3% | $85,187+101.4% | $80,935+112.0% |
| Participation rate | 98.0% | 56.4%+41.6pp | 67.5%+30.5pp | 67.7%+30.4pp |
| Annual return | 15.36% | 21.70%-6.3pp | 66.67%-51.3pp | 35.66%-20.3pp |
| Employer contribution / active EE | $5,875 | $1,802+226.1% | $2,732+115.0% | $2,757+113.1% |
| Participant deferral / active EE | $11,687 | $3,115+275.2% | $4,525+158.3% | $4,299+171.8% |
| Admin fee / account holder | $2,707 | $4,990-45.8% | $6,162-56.1% | $6,924-60.9% |