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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 | $149,347 | $76,834+94.4% | $108,359+37.8% | $87,485+70.7% |
| Participation rate | 96.6% | 61.7%+34.8pp | 70.1%+26.4pp | 68.9%+27.6pp |
| Annual return | 18.00% | 19.09%-1.1pp | 36.89%-18.9pp | 26.06%-8.1pp |
| Employer contribution / active EE | $23,577 | $1,556+1414.9% | $2,399+882.6% | $2,596+808.1% |
| Participant deferral / active EE | $13,430 | $3,100+333.2% | $4,137+224.6% | $4,274+214.2% |
| Admin fee / account holder | $15,310 | $6,537+134.2% | $9,741+57.2% | $7,775+96.9% |