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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 | $175,748 | $72,027+144.0% | $185,835-5.4% | $79,852+120.1% |
| Participation rate | 95.5% | 65.8%+29.7pp | 78.0%+17.4pp | 69.6%+25.8pp |
| Annual return | 14.18% | 23.13%-8.9pp | 35.96%-21.8pp | 31.72%-17.5pp |
| Employer contribution / active EE | $17,590 | $1,965+795.1% | $4,087+330.4% | $2,471+611.8% |
| Participant deferral / active EE | $3,222 | $3,780-14.8% | $5,633-42.8% | $3,740-13.9% |
| Admin fee / account holder | $10,195 | $4,513+125.9% | $9,502+7.3% | $5,306+92.1% |