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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 | $101,772 | $57,073+78.3% | $85,126+19.6% | $80,925+25.8% |
| Participation rate | 98.1% | 56.4%+41.7pp | 67.5%+30.6pp | 67.7%+30.5pp |
| Annual return | 14.98% | 21.69%-6.7pp | 66.63%-51.7pp | 35.65%-20.7pp |
| Employer contribution / active EE | $8,190 | $1,801+354.8% | $2,731+199.9% | $2,756+197.2% |
| Participant deferral / active EE | $8,784 | $3,113+182.1% | $4,523+94.2% | $4,299+104.3% |
| Admin fee / account holder | $2,637 | $4,988-47.1% | $6,160-57.2% | $6,940-62.0% |