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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 | $114,055 | $78,428+45.4% | $95,960+18.9% | $79,852+42.8% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.4pp |
| Annual return | 14.56% | 19.37%-4.8pp | 91.63%-77.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $4,167 | $1,945+114.2% | $2,541+64.0% | $2,471+68.6% |
| Participant deferral / active EE | $4,601 | $3,440+33.8% | $4,167+10.4% | $3,740+23.0% |
| Admin fee / account holder | $8,810 | $5,622+56.7% | $6,797+29.6% | $5,306+66.0% |