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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 | $160,595 | $96,731+66.0% | $123,973+29.5% | $86,983+84.6% |
| Participation rate | 96.0% | 70.0%+26.0pp | 76.7%+19.3pp | 69.5%+26.5pp |
| Annual return | 16.02% | 17.33%-1.3pp | 388.13%-372.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $4,953 | $3,297+50.2% | $4,126+20.0% | $2,584+91.6% |
| Participant deferral / active EE | $4,359 | $4,152+5.0% | $5,247-16.9% | $4,194+3.9% |
| Admin fee / account holder | $11,098 | $8,722+27.2% | $11,799-5.9% | $7,856+41.3% |