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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 | $122,871 | $67,602+81.8% | $82,312+49.3% | $70,126+75.2% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 13.27% | 21.57%-8.3pp | 25.88%-12.6pp | 73.15%-59.9pp |
| Employer contribution / active EE | $12,562 | $1,755+615.8% | $2,428+417.3% | $2,343+436.3% |
| Participant deferral / active EE | $4,300 | $2,987+43.9% | $3,706+16.0% | $3,332+29.0% |
| Admin fee / account holder | $1,378 | $4,512-69.5% | $5,608-75.4% | $4,645-70.3% |