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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 | $166,353 | $63,773+160.9% | $81,286+104.7% | $80,925+105.6% |
| Participation rate | 97.4% | 63.9%+33.5pp | 69.5%+27.8pp | 67.7%+29.7pp |
| Annual return | 15.50% | 16.37%-0.9pp | 24.80%-9.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $12,768 | $1,979+545.0% | $2,463+418.4% | $2,756+363.2% |
| Participant deferral / active EE | $12,217 | $3,093+295.0% | $3,883+214.6% | $4,299+184.2% |
| Admin fee / account holder | $1,871 | $5,682-67.1% | $5,764-67.5% | $6,940-73.0% |