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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 | $57,057+92.6% | $85,009+29.3% | $80,874+35.9% |
| Participation rate | 96.3% | 56.4%+39.9pp | 67.5%+28.8pp | 67.6%+28.6pp |
| Annual return | 15.93% | 21.66%-5.7pp | 66.47%-50.5pp | 35.62%-19.7pp |
| Employer contribution / active EE | $24,012 | $1,799+1235.0% | $2,728+780.1% | $2,756+771.4% |
| Participant deferral / active EE | $5,925 | $3,112+90.4% | $4,522+31.0% | $4,297+37.9% |
| Admin fee / account holder | $5,858 | $4,986+17.5% | $6,153-4.8% | $6,935-15.5% |