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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 | $111,621 | $57,119+95.4% | $85,187+31.0% | $80,935+37.9% |
| Participation rate | 98.0% | 56.4%+41.6pp | 67.5%+30.5pp | 67.7%+30.4pp |
| Annual return | 12.00% | 21.70%-9.7pp | 66.67%-54.7pp | 35.66%-23.7pp |
| Employer contribution / active EE | $2,531 | $1,802+40.5% | $2,732-7.4% | $2,757-8.2% |
| Participant deferral / active EE | $5,662 | $3,115+81.8% | $4,525+25.1% | $4,299+31.7% |
| Admin fee / account holder | $5,525 | $4,990+10.7% | $6,162-10.3% | $6,924-20.2% |