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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 | $158,690 | $95,453+66.2% | $112,040+41.6% | $82,448+92.5% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.5%+20.4pp | 68.1%+28.8pp |
| Annual return | 14.23% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $6,702 | $2,318+189.1% | $2,954+126.9% | $2,551+162.7% |
| Participant deferral / active EE | $5,388 | $4,224+27.6% | $5,098+5.7% | $4,139+30.2% |
| Admin fee / account holder | $2,215 | $9,013-75.4% | $12,098-81.7% | $7,234-69.4% |