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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 | $116,819 | $72,486+61.2% | $87,103+34.1% | $72,976+60.1% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 22.11% | 24.46%-2.3pp | 28.19%-6.1pp | 81.02%-58.9pp |
| Employer contribution / active EE | $515 | $1,894-72.8% | $2,521-79.6% | $2,440-78.9% |
| Participant deferral / active EE | $5,027 | $3,270+53.7% | $4,049+24.2% | $3,608+39.3% |
| Admin fee / account holder | $8,970 | $5,055+77.5% | $7,491+19.7% | $5,124+75.0% |