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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 | $81,504+87.8% | $102,437+49.4% | $80,959+89.1% |
| Participation rate | 97.1% | 66.9%+30.3pp | 74.5%+22.6pp | 67.7%+29.5pp |
| Annual return | 11.26% | 25.60%-14.3pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $13,189 | $3,104+325.0% | $3,871+240.7% | $2,757+378.3% |
| Participant deferral / active EE | $9,726 | $3,871+151.3% | $5,060+92.2% | $4,300+126.2% |
| Admin fee / account holder | $2,154 | $6,719-67.9% | $8,388-74.3% | $6,925-68.9% |