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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 | $121,868 | $63,809+91.0% | $81,353+49.8% | $80,935+50.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 13.12% | 16.37%-3.3pp | 24.82%-11.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $4,172 | $1,981+110.6% | $2,464+69.3% | $2,757+51.3% |
| Participant deferral / active EE | $5,632 | $3,093+82.1% | $3,885+45.0% | $4,299+31.0% |
| Admin fee / account holder | $7,618 | $5,686+34.0% | $5,766+32.1% | $6,924+10.0% |