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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 | $57,073+92.5% | $85,126+29.1% | $80,925+35.8% |
| Participation rate | 96.3% | 56.4%+39.9pp | 67.5%+28.8pp | 67.7%+28.6pp |
| Annual return | 15.93% | 21.69%-5.8pp | 66.63%-50.7pp | 35.65%-19.7pp |
| Employer contribution / active EE | $24,012 | $1,801+1233.5% | $2,731+779.2% | $2,756+771.2% |
| Participant deferral / active EE | $5,925 | $3,113+90.3% | $4,523+31.0% | $4,299+37.8% |
| Admin fee / account holder | $5,858 | $4,988+17.5% | $6,160-4.9% | $6,940-15.6% |