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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 | $154,524 | $201,372-23.3% | $184,260-16.1% | $145,884+5.9% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.5pp |
| Annual return | 14.38% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $9,779 | $7,024+39.2% | $6,427+52.2% | $4,662+109.8% |
| Participant deferral / active EE | $11,385 | $9,808+16.1% | $9,133+24.7% | $6,690+70.2% |
| Admin fee / account holder | $3,875 | $16,362-76.3% | $13,898-72.1% | $13,392-71.1% |