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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 | $150,973 | $101,795+48.3% | $165,100-8.6% | $80,959+86.5% |
| Participation rate | 87.5% | 71.8%+15.7pp | 78.6%+8.9pp | 67.7%+19.8pp |
| Annual return | 13.12% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,287 | $2,954+11.3% | $4,348-24.4% | $2,757+19.2% |
| Participant deferral / active EE | $10,734 | $4,476+139.8% | $6,035+77.8% | $4,300+149.6% |
| Admin fee / account holder | $3,091 | $8,221-62.4% | $12,696-75.7% | $6,925-55.4% |