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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 | $152,537 | $74,535+104.6% | $100,712+51.5% | $82,637+84.6% |
| Participation rate | 98.0% | 61.2%+36.8pp | 69.3%+28.7pp | 68.1%+29.9pp |
| Annual return | 14.06% | 18.92%-4.9pp | 33.27%-19.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $6,310 | $1,503+319.9% | $2,313+172.9% | $2,552+147.3% |
| Participant deferral / active EE | $4,233 | $3,074+37.7% | $4,085+3.6% | $4,126+2.6% |
| Admin fee / account holder | $3,284 | $6,576-50.1% | $9,256-64.5% | $7,339-55.3% |