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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 | $99,544 | $52,580+89.3% | $71,671+38.9% | $70,131+41.9% |
| Participation rate | 89.7% | 60.9%+28.9pp | 68.7%+21.0pp | 69.5%+20.2pp |
| Annual return | 18.58% | 20.25%-1.7pp | 20.65%-2.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $6,004 | $1,616+271.6% | $2,460+144.1% | $2,342+156.3% |
| Participant deferral / active EE | $3,586 | $2,386+50.3% | $3,438+4.3% | $3,332+7.6% |
| Admin fee / account holder | $5,036 | $3,653+37.9% | $5,558-9.4% | $4,645+8.4% |