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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 | $116,982 | $67,602+73.0% | $82,312+42.1% | $70,126+66.8% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.4pp |
| Annual return | 15.24% | 21.57%-6.3pp | 25.88%-10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $5,815 | $1,755+231.4% | $2,428+139.5% | $2,343+148.2% |
| Participant deferral / active EE | $3,770 | $2,987+26.2% | $3,706+1.7% | $3,332+13.2% |
| Admin fee / account holder | $17,951 | $4,512+297.9% | $5,608+220.1% | $4,645+286.4% |