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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 | $145,609 | $72,492+100.9% | $87,104+67.2% | $72,975+99.5% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 24.49% | 24.46%0pp | 28.19%-3.7pp | 81.01%-56.5pp |
| Employer contribution / active EE | $2,210 | $1,894+16.7% | $2,521-12.4% | $2,440-9.4% |
| Participant deferral / active EE | $6,368 | $3,270+94.8% | $4,048+57.3% | $3,608+76.5% |
| Admin fee / account holder | $6,583 | $5,055+30.2% | $7,491-12.1% | $5,124+28.5% |