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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 | $172,702 | $101,795+69.7% | $165,100+4.6% | $80,959+113.3% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.7%+29.6pp |
| Annual return | 14.11% | 16.73%-2.6pp | 70.21%-56.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $5,083 | $2,954+72.1% | $4,348+16.9% | $2,757+84.4% |
| Participant deferral / active EE | $3,377 | $4,476-24.6% | $6,035-44.0% | $4,300-21.5% |
| Admin fee / account holder | $961 | $8,221-88.3% | $12,696-92.4% | $6,925-86.1% |