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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 | $147,711+4.5% | $147,318+4.8% | - |
| Participation rate | 97.0% | 70.2%+26.7pp | 82.1%+14.9pp | - |
| Annual return | 20.58% | 31.99%-11.4pp | 70.43%-49.9pp | - |
| Employer contribution / active EE | $3,490 | $3,469+0.6% | $4,593-24.0% | - |
| Participant deferral / active EE | $11,226 | $6,213+80.7% | $7,906+42.0% | - |
| Admin fee / account holder | $12,544 | $9,311+34.7% | $13,708-8.5% | - |