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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 | $86,369 | $78,423+10.1% | $95,964-10.0% | $79,856+8.2% |
| Participation rate | 98.6% | 73.5%+25.1pp | 77.1%+21.5pp | 69.6%+29.0pp |
| Annual return | 17.24% | 19.37%-2.1pp | 91.64%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $3,029 | $1,945+55.7% | $2,541+19.2% | $2,471+22.6% |
| Participant deferral / active EE | $6,107 | $3,440+77.5% | $4,167+46.6% | $3,741+63.3% |
| Admin fee / account holder | $882 | $5,622-84.3% | $6,797-87.0% | $5,306-83.4% |