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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 | $129,124 | $60,795+112.4% | $69,464+85.9% | $65,185+98.1% |
| Participation rate | 94.0% | 74.9%+19.1pp | 74.6%+19.4pp | 70.2%+23.8pp |
| Annual return | 28.48% | 17.46%+11.0pp | 28.98%-0.5pp | 29.38%-0.9pp |
| Employer contribution / active EE | $5,498 | $2,452+124.2% | $2,779+97.8% | $2,177+152.6% |
| Participant deferral / active EE | $8,254 | $3,162+161.1% | $3,536+133.4% | $3,514+134.9% |
| Admin fee / account holder | $1,553 | $314+395.2% | $3,840-59.6% | $847+83.3% |