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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 | $149,780 | $106,524+40.6% | $152,301-1.7% | $87,485+71.2% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.4%+15.4pp | 68.9%+28.9pp |
| Annual return | 18.20% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $5,171 | $3,371+53.4% | $4,624+11.8% | $2,596+99.2% |
| Participant deferral / active EE | $12,091 | $6,525+85.3% | $8,004+51.1% | $4,274+182.9% |
| Admin fee / account holder | $1,697 | $8,287-79.5% | $14,398-88.2% | $7,775-78.2% |