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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 | $153,826 | $117,904+30.5% | $102,457+50.1% | $145,978+5.4% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 11.56% | 31.80%-20.2pp | 29.41%-17.8pp | 550.52%-539.0pp |
| Employer contribution / active EE | $7,956 | $3,613+120.2% | $3,022+163.3% | $4,662+70.7% |
| Participant deferral / active EE | $13,714 | $5,733+139.2% | $5,054+171.3% | $6,690+105.0% |
| Admin fee / account holder | $12,677 | $13,329-4.9% | $9,451+34.1% | $13,400-5.4% |