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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 | $153,481 | $201,370-23.8% | $184,256-16.7% | $145,897+5.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 17.56% | 29.05%-11.5pp | 28.85%-11.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $2,611 | $7,024-62.8% | $6,427-59.4% | $4,663-44.0% |
| Participant deferral / active EE | $13,080 | $9,808+33.4% | $9,133+43.2% | $6,689+95.5% |
| Admin fee / account holder | $1,103 | $16,364-93.3% | $13,899-92.1% | $13,390-91.8% |