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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 | $64,517+157.8% | $81,438+104.3% | $80,874+105.7% |
| Participation rate | 97.4% | 63.9%+33.5pp | 69.5%+27.9pp | 67.6%+29.7pp |
| Annual return | 15.50% | 16.35%-0.9pp | 24.74%-9.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $12,768 | $1,982+544.2% | $2,460+418.9% | $2,756+363.3% |
| Participant deferral / active EE | $12,217 | $3,096+294.6% | $3,883+214.6% | $4,297+184.3% |
| Admin fee / account holder | $1,871 | $5,677-67.1% | $5,764-67.5% | $6,935-73.0% |