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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 | $81,504+186.3% | $102,437+127.8% | $80,959+188.2% |
| Participation rate | 98.0% | 66.9%+31.1pp | 74.5%+23.5pp | 67.7%+30.3pp |
| Annual return | 26.24% | 25.60%+0.6pp | 24.95%+1.3pp | 35.67%-9.4pp |
| Employer contribution / active EE | $14,688 | $3,104+373.3% | $3,871+279.5% | $2,757+432.7% |
| Participant deferral / active EE | $5,308 | $3,871+37.1% | $5,060+4.9% | $4,300+23.4% |
| Admin fee / account holder | $5,677 | $6,719-15.5% | $8,388-32.3% | $6,925-18.0% |