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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 | $154,835 | $106,749+45.0% | $145,433+6.5% | $82,448+87.8% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 17.14% | 27.59%-10.5pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,583 | $3,444+33.0% | $4,554+0.6% | $2,551+79.6% |
| Participant deferral / active EE | $11,983 | $6,519+83.8% | $7,897+51.7% | $4,139+189.5% |
| Admin fee / account holder | $17,227 | $8,390+105.3% | $13,129+31.2% | $7,234+138.1% |