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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 | $142,421 | $106,524+33.7% | $152,301-6.5% | $87,485+62.8% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.4%+12.0pp | 68.9%+25.5pp |
| Annual return | 36.41% | 26.89%+9.5pp | 80.50%-44.1pp | 26.06%+10.3pp |
| Employer contribution / active EE | $17,188 | $3,371+409.8% | $4,624+271.7% | $2,596+562.1% |
| Participant deferral / active EE | $8,575 | $6,525+31.4% | $8,004+7.1% | $4,274+100.7% |
| Admin fee / account holder | $2,235 | $8,287-73.0% | $14,398-84.5% | $7,775-71.3% |