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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 | $147,434 | $78,423+88.0% | $95,964+53.6% | $79,856+84.6% |
| Participation rate | 98.5% | 73.5%+25.0pp | 77.1%+21.4pp | 69.6%+28.9pp |
| Annual return | 19.38% | 19.37%0pp | 91.64%-72.3pp | 31.71%-12.3pp |
| Employer contribution / active EE | $3,074 | $1,945+58.0% | $2,541+21.0% | $2,471+24.4% |
| Participant deferral / active EE | $3,278 | $3,440-4.7% | $4,167-21.3% | $3,741-12.4% |
| Admin fee / account holder | $2,056 | $5,622-63.4% | $6,797-69.7% | $5,306-61.2% |