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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 | $118,404 | $67,602+75.1% | $82,312+43.8% | $70,126+68.8% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 23.47% | 21.57%+1.9pp | 25.88%-2.4pp | 73.15%-49.7pp |
| Employer contribution / active EE | $3,708 | $1,755+111.3% | $2,428+52.7% | $2,343+58.3% |
| Participant deferral / active EE | $7,991 | $2,987+167.5% | $3,706+115.6% | $3,332+139.8% |
| Admin fee / account holder | $823 | $4,512-81.8% | $5,608-85.3% | $4,645-82.3% |