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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 | $150,503 | $106,749+41.0% | $145,433+3.5% | $82,448+82.5% |
| Participation rate | 91.1% | 75.6%+15.5pp | 82.1%+9.0pp | 68.1%+23.0pp |
| Annual return | 16.18% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $6,611 | $3,444+91.9% | $4,554+45.2% | $2,551+159.2% |
| Participant deferral / active EE | $9,035 | $6,519+38.6% | $7,897+14.4% | $4,139+118.3% |
| Admin fee / account holder | $3,495 | $8,390-58.3% | $13,129-73.4% | $7,234-51.7% |