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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 | $106,524+40.7% | $152,301-1.6% | $87,485+71.3% |
| Participation rate | 90.9% | 75.8%+15.2pp | 82.4%+8.5pp | 68.9%+22.0pp |
| Annual return | 16.11% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $5,374 | $3,371+59.4% | $4,624+16.2% | $2,596+107.0% |
| Participant deferral / active EE | $13,895 | $6,525+113.0% | $8,004+73.6% | $4,274+225.1% |
| Admin fee / account holder | $11,094 | $8,287+33.9% | $14,398-22.9% | $7,775+42.7% |