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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 | $157,761 | $106,749+47.8% | $145,433+8.5% | $82,448+91.3% |
| Participation rate | 97.4% | 75.6%+21.7pp | 82.1%+15.2pp | 68.1%+29.3pp |
| Annual return | 30.25% | 27.59%+2.7pp | 66.58%-36.3pp | 41.64%-11.4pp |
| Employer contribution / active EE | $3,099 | $3,444-10.0% | $4,554-31.9% | $2,551+21.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,977 | $8,390-76.4% | $13,129-84.9% | $7,234-72.7% |