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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 | $201,344-23.3% | $184,243-16.1% | $145,877+5.9% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.5pp |
| Annual return | 14.38% | 29.01%-14.6pp | 28.82%-14.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $9,779 | $7,022+39.3% | $6,427+52.2% | $4,663+109.7% |
| Participant deferral / active EE | $11,385 | $9,807+16.1% | $9,132+24.7% | $6,691+70.2% |
| Admin fee / account holder | $3,875 | $16,382-76.3% | $13,914-72.1% | $13,402-71.1% |