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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 | $151,061 | $67,894+122.5% | $89,340+69.1% | $82,448+83.2% |
| Participation rate | 94.6% | 64.0%+30.5pp | 69.6%+25.0pp | 68.1%+26.5pp |
| Annual return | 13.31% | 19.21%-5.9pp | 20.57%-7.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,101 | $1,828+69.6% | $2,231+39.0% | $2,551+21.5% |
| Participant deferral / active EE | $4,266 | $3,072+38.9% | $3,823+11.6% | $4,139+3.1% |
| Admin fee / account holder | $13,429 | $5,723+134.7% | $6,704+100.3% | $7,234+85.6% |