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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 | $98,314 | $67,606+45.4% | $82,313+19.4% | $70,124+40.2% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.6pp |
| Annual return | 14.51% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,273 | $1,755+86.5% | $2,428+34.8% | $2,342+39.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,800 | $4,512+72.9% | $5,608+39.1% | $4,645+67.9% |