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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 | $135,166 | $93,598+44.4% | $135,974-0.6% | $75,173+79.8% |
| Participation rate | 95.3% | 75.2%+20.1pp | 81.9%+13.4pp | 67.2%+28.1pp |
| Annual return | 17.56% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.2pp |
| Employer contribution / active EE | $3,857 | $3,538+9.0% | $4,859-20.6% | $2,671+44.4% |
| Participant deferral / active EE | $11,291 | $6,405+76.3% | $7,760+45.5% | $4,126+173.6% |
| Admin fee / account holder | $13,703 | $6,978+96.4% | $10,767+27.3% | $5,651+142.5% |