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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 | $113,237 | $77,460+46.2% | $100,378+12.8% | $80,925+39.9% |
| Participation rate | 98.9% | 76.9%+22.0pp | 81.5%+17.4pp | 67.7%+31.3pp |
| Annual return | 17.11% | 37.24%-20.1pp | 49.41%-32.3pp | 35.65%-18.5pp |
| Employer contribution / active EE | $2,707 | $2,801-3.4% | $3,942-31.3% | $2,756-1.8% |
| Participant deferral / active EE | $11,659 | $6,818+71.0% | $8,087+44.2% | $4,299+171.2% |
| Admin fee / account holder | $2,244 | $5,887-61.9% | $7,899-71.6% | $6,940-67.7% |