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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 | $153,060 | $81,476+87.9% | $102,383+49.5% | $80,925+89.1% |
| Participation rate | 97.1% | 66.8%+30.3pp | 74.5%+22.6pp | 67.7%+29.5pp |
| Annual return | 11.26% | 25.59%-14.3pp | 24.94%-13.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $13,189 | $3,105+324.8% | $3,870+240.8% | $2,756+378.5% |
| Participant deferral / active EE | $9,726 | $3,871+151.2% | $5,060+92.2% | $4,299+126.3% |
| Admin fee / account holder | $2,154 | $6,717-67.9% | $8,391-74.3% | $6,940-69.0% |