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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 | $118,391 | $58,828+101.2% | $78,002+51.8% | $62,881+88.3% |
| Participation rate | 97.4% | 71.1%+26.3pp | 75.5%+21.9pp | 69.3%+28.1pp |
| Annual return | 9.37% | 17.16%-7.8pp | 425.99%-416.6pp | 20.14%-10.8pp |
| Employer contribution / active EE | $621 | $1,672-62.9% | $2,470-74.9% | $2,281-72.8% |
| Participant deferral / active EE | $3,779 | $2,686+40.7% | $3,497+8.1% | $3,203+18.0% |
| Admin fee / account holder | $2,596 | $4,393-40.9% | $5,481-52.6% | $4,296-39.6% |