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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 | $109,885 | $57,140+92.3% | $85,240+28.9% | $80,959+35.7% |
| Participation rate | 96.3% | 56.4%+39.9pp | 67.5%+28.8pp | 67.7%+28.6pp |
| Annual return | 15.93% | 21.71%-5.8pp | 66.75%-50.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $24,012 | $1,802+1232.6% | $2,735+777.9% | $2,757+770.9% |
| Participant deferral / active EE | $5,925 | $3,115+90.2% | $4,527+30.9% | $4,300+37.8% |
| Admin fee / account holder | $5,858 | $4,992+17.4% | $6,165-5.0% | $6,925-15.4% |