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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 | $158,360 | $96,289+64.5% | $213,469-25.8% | $87,485+81.0% |
| Participation rate | 98.3% | 69.6%+28.7pp | 77.1%+21.2pp | 68.9%+29.3pp |
| Annual return | 21.07% | 17.78%+3.3pp | 20.58%+0.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $11,728 | $3,035+286.4% | $4,994+134.8% | $2,596+351.7% |
| Participant deferral / active EE | $17,435 | $4,750+267.1% | $6,841+154.9% | $4,274+308.0% |
| Admin fee / account holder | $15,571 | $9,670+61.0% | $27,141-42.6% | $7,775+100.3% |