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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 | $181,893 | $73,978+145.9% | $96,515+88.5% | $75,173+142.0% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.1pp |
| Annual return | 15.28% | 26.72%-11.4pp | 35.73%-20.4pp | 160.72%-145.4pp |
| Employer contribution / active EE | $8,545 | $2,931+191.6% | $3,740+128.5% | $2,671+219.9% |
| Participant deferral / active EE | $9,284 | $3,660+153.7% | $4,880+90.3% | $4,126+125.0% |
| Admin fee / account holder | $631 | $5,219-87.9% | $6,735-90.6% | $5,651-88.8% |