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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 | $149,875 | $77,896+92.4% | $134,172+11.7% | $82,448+81.8% |
| Participation rate | 97.6% | 62.8%+34.8pp | 72.5%+25.2pp | 68.1%+29.6pp |
| Annual return | 13.99% | 18.21%-4.2pp | 25.30%-11.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,115 | $2,159-2.0% | $3,420-38.1% | $2,551-17.1% |
| Participant deferral / active EE | $4,945 | $3,162+56.4% | $4,690+5.4% | $4,139+19.5% |
| Admin fee / account holder | $2,971 | $6,336-53.1% | $12,016-75.3% | $7,234-58.9% |