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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 | $121,265 | $89,259+35.9% | $107,187+13.1% | $82,637+46.7% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 18.15% | 21.02%-2.9pp | 204.55%-186.4pp | 53.51%-35.4pp |
| Employer contribution / active EE | $2,577 | $3,080-16.3% | $3,782-31.9% | $2,552+1.0% |
| Participant deferral / active EE | $3,915 | $4,037-3.0% | $5,096-23.2% | $4,126-5.1% |
| Admin fee / account holder | $695 | $7,381-90.6% | $9,162-92.4% | $7,339-90.5% |