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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 | $111,761 | $51,638+116.4% | $68,368+63.5% | $82,448+35.6% |
| Participation rate | 96.3% | 63.6%+32.7pp | 73.8%+22.5pp | 68.1%+28.2pp |
| Annual return | 16.60% | 37.53%-20.9pp | 292.57%-276.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,549 | $2,047+24.6% | $2,649-3.8% | $2,551-0.1% |
| Participant deferral / active EE | $9,743 | $2,914+234.4% | $4,123+136.3% | $4,139+135.4% |
| Admin fee / account holder | $322 | $4,643-93.1% | $5,150-93.7% | $7,234-95.5% |