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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 | $182,823 | $86,050+112.5% | $189,758-3.7% | $94,015+94.5% |
| Participation rate | 91.4% | 68.9%+22.5pp | 79.8%+11.6pp | 70.8%+20.6pp |
| Annual return | 19.55% | 17.77%+1.8pp | 52.62%-33.1pp | 17.84%+1.7pp |
| Employer contribution / active EE | $7,840 | $2,819+178.1% | $4,767+64.5% | $2,790+181.0% |
| Participant deferral / active EE | $12,737 | $3,349+280.4% | $5,856+117.5% | $4,249+199.7% |
| Admin fee / account holder | $476 | $6,627-92.8% | $20,388-97.7% | $8,951-94.7% |