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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 | $154,346 | $160,933-4.1% | $152,301+1.3% | - |
| Participation rate | 97.0% | 72.3%+24.7pp | 82.4%+14.5pp | - |
| Annual return | 20.58% | 10.80%+9.8pp | 80.50%-59.9pp | - |
| Employer contribution / active EE | $3,490 | $3,533-1.2% | $4,624-24.5% | - |
| Participant deferral / active EE | $11,226 | $6,117+83.5% | $8,004+40.3% | - |
| Admin fee / account holder | $12,544 | $9,732+28.9% | $14,398-12.9% | - |