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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 | $54,763+126.2% | $90,324+37.1% | $72,976+69.7% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.3%+23.4pp | 69.5%+27.2pp |
| Annual return | 32.00% | 30.63%+1.4pp | 78.15%-46.2pp | 81.02%-49.0pp |
| Employer contribution / active EE | $2,507 | $2,093+19.7% | $2,856-12.2% | $2,440+2.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $627 | $3,973-84.2% | $5,356-88.3% | $5,124-87.8% |