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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 | $147,539 | $106,864+38.1% | $147,318+0.1% | $82,637+78.5% |
| Participation rate | 96.4% | 75.5%+20.9pp | 82.1%+14.3pp | 68.1%+28.3pp |
| Annual return | 17.66% | 27.49%-9.8pp | 70.43%-52.8pp | 53.51%-35.8pp |
| Employer contribution / active EE | $11,388 | $3,417+233.3% | $4,593+148.0% | $2,552+346.2% |
| Participant deferral / active EE | $6,939 | $6,496+6.8% | $7,906-12.2% | $4,126+68.2% |
| Admin fee / account holder | $3,368 | $8,415-60.0% | $13,708-75.4% | $7,339-54.1% |