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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 | $140,385 | $82,879+69.4% | $96,576+45.4% | $67,986+106.5% |
| Participation rate | 98.1% | 75.2%+22.9pp | 81.4%+16.7pp | 57.2%+40.9pp |
| Annual return | 22.09% | 36.90%-14.8pp | 38.47%-16.4pp | 31.67%-9.6pp |
| Employer contribution / active EE | $2,645 | $2,727-3.0% | $3,553-25.6% | $2,019+31.0% |
| Participant deferral / active EE | $11,586 | $6,976+66.1% | $7,956+45.6% | $3,358+245.0% |
| Admin fee / account holder | $2,578 | $2,783-7.4% | $11,381-77.3% | $3,203-19.5% |