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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 | $150,271 | $81,331+84.8% | $155,534-3.4% | $80,935+85.7% |
| Participation rate | 97.1% | 66.3%+30.9pp | 78.2%+18.9pp | 67.7%+29.5pp |
| Annual return | 15.59% | 33.37%-17.8pp | 64.92%-49.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $3,706 | $3,105+19.4% | $4,675-20.7% | $2,757+34.4% |
| Participant deferral / active EE | $8,515 | $3,454+146.5% | $5,630+51.2% | $4,299+98.1% |
| Admin fee / account holder | $7,376 | $7,999-7.8% | $15,900-53.6% | $6,924+6.5% |