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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 | $110,647 | $57,352+92.9% | $83,831+32.0% | $64,173+72.4% |
| Participation rate | 95.8% | 68.6%+27.2pp | 76.1%+19.7pp | 69.6%+26.3pp |
| Annual return | 4.72% | 11.38%-6.7pp | 850.99%-846.3pp | 7.63%-2.9pp |
| Employer contribution / active EE | $3,229 | $2,546+26.8% | $3,631-11.1% | $2,381+35.6% |
| Participant deferral / active EE | $3,169 | $2,993+5.9% | $4,082-22.4% | $3,470-8.7% |
| Admin fee / account holder | $5,471 | $4,046+35.2% | $5,479-0.1% | $4,887+11.9% |