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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 | $111,565 | $76,696+45.5% | $96,538+15.6% | $71,529+56.0% |
| Participation rate | 96.2% | 66.6%+29.6pp | 74.3%+21.8pp | 67.9%+28.2pp |
| Annual return | 35.48% | 48.32%-12.8pp | 35.74%-0.3pp | 28.97%+6.5pp |
| Employer contribution / active EE | $2,866 | $3,032-5.5% | $3,740-23.4% | $2,590+10.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $760 | $2,030-62.5% | $6,737-88.7% | $1,588-52.1% |