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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 | $156,318-1.3% | $145,433+6.1% | - |
| Participation rate | 97.0% | 68.6%+28.4pp | 82.1%+14.9pp | - |
| Annual return | 20.58% | 26.27%-5.7pp | 66.58%-46.0pp | - |
| Employer contribution / active EE | $3,490 | $3,387+3.0% | $4,554-23.4% | - |
| Participant deferral / active EE | $11,226 | $6,196+81.2% | $7,897+42.2% | - |
| Admin fee / account holder | $12,544 | $8,746+43.4% | $13,129-4.5% | - |