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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 | $51,631+219.3% | $129,397+27.4% | $80,925+103.7% |
| Participation rate | 98.2% | 56.9%+41.3pp | 69.6%+28.6pp | 67.7%+30.6pp |
| Annual return | 20.73% | 20.77%0pp | 9453.98%-9433.2pp | 35.65%-14.9pp |
| Employer contribution / active EE | $585 | $1,583-63.1% | $4,154-85.9% | $2,756-78.8% |
| Participant deferral / active EE | $5,951 | $2,670+122.9% | $4,167+42.8% | $4,299+38.4% |
| Admin fee / account holder | $6,421 | $4,309+49.0% | $7,679-16.4% | $6,940-7.5% |