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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 | $122,374 | $57,140+114.2% | $85,240+43.6% | $80,959+51.2% |
| Participation rate | 97.1% | 56.4%+40.7pp | 67.5%+29.6pp | 67.7%+29.5pp |
| Annual return | 23.37% | 21.71%+1.7pp | 66.75%-43.4pp | 35.67%-12.3pp |
| Employer contribution / active EE | $7,918 | $1,802+339.4% | $2,735+189.5% | $2,757+187.2% |
| Participant deferral / active EE | $12,835 | $3,115+312.0% | $4,527+183.5% | $4,300+198.5% |
| Admin fee / account holder | $1,382 | $4,992-72.3% | $6,165-77.6% | $6,925-80.0% |