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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 | $75,720+99.5% | $90,312+67.3% | $86,983+73.7% |
| Participation rate | 94.6% | 66.3%+28.3pp | 72.9%+21.7pp | 69.5%+25.1pp |
| Annual return | 13.31% | 18.55%-5.2pp | 18.90%-5.6pp | 25.83%-12.5pp |
| Employer contribution / active EE | $3,101 | $1,945+59.4% | $2,243+38.3% | $2,584+20.0% |
| Participant deferral / active EE | $4,266 | $3,001+42.2% | $3,749+13.8% | $4,194+1.7% |
| Admin fee / account holder | $13,429 | $6,201+116.6% | $8,248+62.8% | $7,856+70.9% |