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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 | $149,882 | $106,749+40.4% | $145,433+3.1% | $82,448+81.8% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 16.11% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $5,374 | $3,444+56.0% | $4,554+18.0% | $2,551+110.7% |
| Participant deferral / active EE | $13,895 | $6,519+113.2% | $7,897+76.0% | $4,139+235.7% |
| Admin fee / account holder | $11,094 | $8,390+32.2% | $13,129-15.5% | $7,234+53.3% |