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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 | $86,376 | $51,283+68.4% | $95,759-9.8% | $71,529+20.8% |
| Participation rate | 98.1% | 63.1%+35.0pp | 72.3%+25.8pp | 67.9%+30.1pp |
| Annual return | 22.28% | 25.25%-3.0pp | 28.42%-6.1pp | 28.97%-6.7pp |
| Employer contribution / active EE | $5,885 | $1,817+223.8% | $2,836+107.5% | $2,590+127.2% |
| Participant deferral / active EE | $11,324 | $3,365+236.6% | $4,244+166.8% | $4,291+163.9% |
| Admin fee / account holder | $5,909 | $1,135+420.7% | $5,678+4.1% | $1,588+272.0% |