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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 | $93,228 | $45,050+106.9% | $63,018+47.9% | $70,126+32.9% |
| Participation rate | 91.8% | 69.5%+22.3pp | 74.8%+17.0pp | 69.5%+22.3pp |
| Annual return | 17.21% | 18.76%-1.5pp | 87.62%-70.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $7,658 | $2,052+273.2% | $2,761+177.4% | $2,343+226.9% |
| Participant deferral / active EE | $6,599 | $2,466+167.6% | $3,330+98.2% | $3,332+98.0% |
| Admin fee / account holder | $2,836 | $2,834+0.1% | $3,601-21.2% | $4,645-39.0% |