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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 | $150,638 | $78,520+91.8% | $96,576+56.0% | $82,448+82.7% |
| Participation rate | 96.0% | 77.7%+18.3pp | 81.4%+14.6pp | 68.1%+27.9pp |
| Annual return | 17.33% | 41.30%-24.0pp | 38.47%-21.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $6,745 | $2,630+156.5% | $3,553+89.8% | $2,551+164.4% |
| Participant deferral / active EE | $12,611 | $6,754+86.7% | $7,956+58.5% | $4,139+204.7% |
| Admin fee / account holder | $3,855 | $13,455-71.3% | $11,381-66.1% | $7,234-46.7% |