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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 | $164,856 | $51,638+219.3% | $129,406+27.4% | $80,959+103.6% |
| Participation rate | 98.2% | 56.9%+41.3pp | 69.6%+28.6pp | 67.7%+30.5pp |
| Annual return | 20.73% | 20.78%0pp | 9468.18%-9447.4pp | 35.67%-14.9pp |
| Employer contribution / active EE | $585 | $1,584-63.1% | $4,155-85.9% | $2,757-78.8% |
| Participant deferral / active EE | $5,951 | $2,670+122.9% | $4,167+42.8% | $4,300+38.4% |
| Admin fee / account holder | $6,421 | $4,313+48.9% | $7,689-16.5% | $6,925-7.3% |