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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 | $121,598 | $67,602+79.9% | $82,312+47.7% | $70,126+73.4% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.9%+16.1pp | 69.5%+23.4pp |
| Annual return | 30.22% | 21.57%+8.6pp | 25.88%+4.3pp | 73.15%-42.9pp |
| Employer contribution / active EE | $5,387 | $1,755+206.9% | $2,428+121.8% | $2,343+130.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,825 | $4,512-37.4% | $5,608-49.6% | $4,645-39.2% |