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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 | $123,866 | $54,757+126.2% | $90,287+37.2% | $72,986+69.7% |
| Participation rate | 96.7% | 65.1%+31.5pp | 73.3%+23.4pp | 69.5%+27.2pp |
| Annual return | 32.00% | 30.63%+1.4pp | 78.10%-46.1pp | 81.01%-49.0pp |
| Employer contribution / active EE | $2,507 | $2,092+19.8% | $2,855-12.2% | $2,440+2.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $627 | $3,972-84.2% | $5,351-88.3% | $5,124-87.8% |