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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 | $108,559 | $63,114+72.0% | $92,915+16.8% | $65,186+66.5% |
| Participation rate | 98.1% | 68.8%+29.3pp | 76.0%+22.1pp | 70.2%+27.9pp |
| Annual return | 24.23% | 28.75%-4.5pp | 109.45%-85.2pp | 29.39%-5.2pp |
| Employer contribution / active EE | $4,201 | $2,571+63.4% | $3,653+15.0% | $2,177+93.0% |
| Participant deferral / active EE | $3,699 | $3,108+19.0% | $4,238-12.7% | $3,514+5.3% |
| Admin fee / account holder | $5,112 | $624+719.7% | $5,796-11.8% | $847+503.3% |