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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 | $129,153 | $63,773+102.5% | $81,286+58.9% | $80,925+59.6% |
| Participation rate | 96.4% | 63.9%+32.4pp | 69.5%+26.8pp | 67.7%+28.7pp |
| Annual return | 12.06% | 16.37%-4.3pp | 24.80%-12.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $4,017 | $1,979+102.9% | $2,463+63.1% | $2,756+45.7% |
| Participant deferral / active EE | $4,148 | $3,093+34.1% | $3,883+6.8% | $4,299-3.5% |
| Admin fee / account holder | $21,606 | $5,682+280.2% | $5,764+274.8% | $6,940+211.3% |