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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 | $99,875+76.1% | $146,866+19.7% | $86,983+102.2% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.5%+12.9pp | 69.5%+25.8pp |
| Annual return | 27.45% | 28.10%-0.6pp | 102.85%-75.4pp | 25.83%+1.6pp |
| Employer contribution / active EE | $10,178 | $3,224+215.7% | $4,425+130.0% | $2,584+293.8% |
| Participant deferral / active EE | $24,128 | $6,322+281.6% | $7,759+211.0% | $4,194+475.3% |
| Admin fee / account holder | $2,149 | $7,838-72.6% | $13,620-84.2% | $7,856-72.6% |