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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 | $96,766 | $45,041+114.8% | $63,003+53.6% | $70,131+38.0% |
| Participation rate | 91.7% | 69.5%+22.1pp | 74.8%+16.9pp | 69.5%+22.1pp |
| Annual return | 19.13% | 18.76%+0.4pp | 87.59%-68.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,928 | $2,052+42.7% | $2,760+6.1% | $2,342+25.0% |
| Participant deferral / active EE | $2,928 | $2,465+18.8% | $3,329-12.0% | $3,332-12.1% |
| Admin fee / account holder | $2,556 | $2,836-9.8% | $3,600-29.0% | $4,645-45.0% |