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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 | $169,212 | $138,386+22.3% | $184,260-8.2% | $80,935+109.1% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.0pp | 67.7%+27.2pp |
| Annual return | 20.65% | 20.02%+0.6pp | 28.84%-8.2pp | 35.66%-15.0pp |
| Employer contribution / active EE | $32,966 | $4,851+579.6% | $6,427+412.9% | $2,757+1095.9% |
| Participant deferral / active EE | $17,998 | $7,076+154.4% | $9,133+97.1% | $4,299+318.6% |
| Admin fee / account holder | $7,986 | $10,489-23.9% | $13,898-42.5% | $6,924+15.3% |