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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 | $124,405 | $67,602+84.0% | $82,312+51.1% | $70,126+77.4% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 21.56% | 21.57%0pp | 25.88%-4.3pp | 73.15%-51.6pp |
| Employer contribution / active EE | $5,348 | $1,755+204.7% | $2,428+120.2% | $2,343+128.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $372 | $4,512-91.8% | $5,608-93.4% | $4,645-92.0% |