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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 | $116,643 | $78,425+48.7% | $95,956+21.6% | $79,858+46.1% |
| Participation rate | 97.2% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.6pp |
| Annual return | 14.07% | 19.37%-5.3pp | 91.63%-77.6pp | 31.72%-17.6pp |
| Employer contribution / active EE | $5,255 | $1,945+170.1% | $2,541+106.8% | $2,471+112.7% |
| Participant deferral / active EE | $6,061 | $3,440+76.2% | $4,167+45.5% | $3,740+62.0% |
| Admin fee / account holder | $7,505 | $5,622+33.5% | $6,797+10.4% | $5,306+41.4% |