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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 | $118,995 | $72,272+64.6% | $101,264+17.5% | $79,858+49.0% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 18.31% | 22.30%-4.0pp | 46.48%-28.2pp | 31.72%-13.4pp |
| Employer contribution / active EE | $748 | $2,692-72.2% | $3,660-79.6% | $2,471-69.7% |
| Participant deferral / active EE | $6,808 | $3,282+107.4% | $4,370+55.8% | $3,740+82.0% |
| Admin fee / account holder | $19,463 | $4,401+342.3% | $5,947+227.3% | $5,306+266.8% |