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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 | $151,796 | $105,284+44.2% | $150,734+0.7% | $94,015+61.5% |
| Participation rate | 89.7% | 71.7%+18.0pp | 78.4%+11.3pp | 70.8%+18.9pp |
| Annual return | 23.84% | 15.67%+8.2pp | 600.81%-577.0pp | 17.84%+6.0pp |
| Employer contribution / active EE | $3,422 | $3,599-4.9% | $4,918-30.4% | $2,790+22.6% |
| Participant deferral / active EE | $6,456 | $4,274+51.1% | $5,610+15.1% | $4,249+51.9% |
| Admin fee / account holder | $9,077 | $9,839-7.7% | $14,905-39.1% | $8,951+1.4% |