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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 | $151,485 | $70,486+114.9% | $100,528+50.7% | $79,852+89.7% |
| Participation rate | 97.8% | 73.6%+24.2pp | 79.4%+18.4pp | 69.6%+28.2pp |
| Annual return | 18.71% | 21.90%-3.2pp | 30.90%-12.2pp | 31.72%-13.0pp |
| Employer contribution / active EE | $11,524 | $2,165+432.4% | $3,419+237.1% | $2,471+366.4% |
| Participant deferral / active EE | $13,288 | $5,182+156.5% | $6,271+111.9% | $3,740+255.3% |
| Admin fee / account holder | $5,720 | $4,480+27.7% | $8,084-29.2% | $5,306+7.8% |