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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 | $233,313 | $81,446+186.5% | $103,374+125.7% | $80,874+188.5% |
| Participation rate | 98.0% | 66.9%+31.1pp | 74.5%+23.5pp | 67.6%+30.4pp |
| Annual return | 26.24% | 25.57%+0.7pp | 24.89%+1.3pp | 35.62%-9.4pp |
| Employer contribution / active EE | $14,688 | $3,107+372.7% | $3,869+279.6% | $2,756+433.0% |
| Participant deferral / active EE | $5,308 | $3,870+37.2% | $5,058+5.0% | $4,297+23.5% |
| Admin fee / account holder | $5,677 | $6,715-15.5% | $8,394-32.4% | $6,935-18.1% |