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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 | $81,457+87.9% | $103,378+48.1% | $80,911+89.2% |
| Participation rate | 97.1% | 66.8%+30.3pp | 74.5%+22.6pp | 67.6%+29.5pp |
| Annual return | 11.26% | 25.58%-14.3pp | 24.91%-13.7pp | 35.63%-24.4pp |
| Employer contribution / active EE | $13,189 | $3,107+324.4% | $3,870+240.8% | $2,756+378.6% |
| Participant deferral / active EE | $9,726 | $3,871+151.3% | $5,058+92.3% | $4,297+126.3% |
| Admin fee / account holder | $2,154 | $6,717-67.9% | $8,401-74.4% | $6,935-68.9% |