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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 | $171,601 | $93,598+83.3% | $135,974+26.2% | $75,173+128.3% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 25.48% | 30.89%-5.4pp | 68.30%-42.8pp | 160.72%-135.2pp |
| Employer contribution / active EE | $23,118 | $3,538+553.5% | $4,859+375.8% | $2,671+765.6% |
| Participant deferral / active EE | $14,230 | $6,405+122.2% | $7,760+83.4% | $4,126+244.9% |
| Admin fee / account holder | $1,854 | $6,978-73.4% | $10,767-82.8% | $5,651-67.2% |