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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 | $233,830 | $67,602+245.9% | $82,312+184.1% | $70,126+233.4% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.9%+21.6pp | 69.5%+29.0pp |
| Annual return | 18.33% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $2,504 | $1,755+42.7% | $2,428+3.1% | $2,343+6.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,820 | $4,512+6.8% | $5,608-14.1% | $4,645+3.7% |