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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 | $176,168 | $146,267+20.4% | $197,124-10.6% | $82,448+113.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.56% | 29.61%-16.0pp | 44.34%-30.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $9,616 | $4,723+103.6% | $6,227+54.4% | $2,551+276.9% |
| Participant deferral / active EE | $13,043 | $7,035+85.4% | $9,135+42.8% | $4,139+215.1% |
| Admin fee / account holder | $1,548 | $14,422-89.3% | $16,298-90.5% | $7,234-78.6% |