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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 | $110,764 | $84,236+31.5% | $170,435-35.0% | $70,126+58.0% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 15.60% | 23.06%-7.5pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $3,128 | $3,387-7.6% | $5,432-42.4% | $2,343+33.5% |
| Participant deferral / active EE | $5,265 | $3,086+70.6% | $4,939+6.6% | $3,332+58.0% |
| Admin fee / account holder | $14,822 | $5,698+160.1% | $13,881+6.8% | $4,645+219.1% |