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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 | $171,524 | $123,793+38.6% | $177,827-3.5% | $79,858+114.8% |
| Participation rate | 97.2% | 84.7%+12.6pp | 87.7%+9.5pp | 69.6%+27.6pp |
| Annual return | 23.86% | 22.82%+1.0pp | 48.32%-24.5pp | 31.72%-7.9pp |
| Employer contribution / active EE | $7,227 | $4,095+76.5% | $5,918+22.1% | $2,471+192.5% |
| Participant deferral / active EE | $15,442 | $5,956+159.3% | $7,713+100.2% | $3,740+312.9% |
| Admin fee / account holder | $2,715 | $7,243-62.5% | $12,429-78.2% | $5,306-48.8% |