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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 | $150,560 | $79,894+88.5% | $135,792+10.9% | $82,637+82.2% |
| Participation rate | 98.0% | 63.0%+35.0pp | 72.6%+25.4pp | 68.1%+29.9pp |
| Annual return | 14.81% | 17.20%-2.4pp | 25.96%-11.1pp | 53.51%-38.7pp |
| Employer contribution / active EE | $4,056 | $2,165+87.4% | $3,496+16.0% | $2,552+58.9% |
| Participant deferral / active EE | $4,836 | $3,194+51.4% | $4,759+1.6% | $4,126+17.2% |
| Admin fee / account holder | $5,563 | $6,434-13.5% | $12,266-54.6% | $7,339-24.2% |