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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 | $175,842 | $106,524+65.1% | $152,301+15.5% | $87,485+101.0% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.4%+12.9pp | 68.9%+26.5pp |
| Annual return | 27.45% | 26.89%+0.6pp | 80.50%-53.0pp | 26.06%+1.4pp |
| Employer contribution / active EE | $10,178 | $3,371+201.9% | $4,624+120.1% | $2,596+292.0% |
| Participant deferral / active EE | $24,128 | $6,525+269.8% | $8,004+201.5% | $4,274+464.6% |
| Admin fee / account holder | $2,149 | $8,287-74.1% | $14,398-85.1% | $7,775-72.4% |