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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 | $115,817 | $78,425+47.7% | $95,956+20.7% | $79,858+45.0% |
| Participation rate | 95.6% | 73.5%+22.1pp | 77.1%+18.5pp | 69.6%+25.9pp |
| Annual return | 16.37% | 19.37%-3.0pp | 91.63%-75.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $3,948 | $1,945+103.0% | $2,541+55.4% | $2,471+59.8% |
| Participant deferral / active EE | $7,905 | $3,440+129.8% | $4,167+89.7% | $3,740+111.4% |
| Admin fee / account holder | $1,338 | $5,622-76.2% | $6,797-80.3% | $5,306-74.8% |