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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 | $225,489 | $76,551+194.6% | $123,894+82.0% | $62,881+258.6% |
| Participation rate | 97.0% | 73.0%+24.0pp | 81.4%+15.6pp | 69.3%+27.7pp |
| Annual return | 10.76% | 18.68%-7.9pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $6,097 | $2,882+111.5% | $4,617+32.1% | $2,281+167.3% |
| Participant deferral / active EE | $6,763 | $4,840+39.7% | $5,984+13.0% | $3,203+111.2% |
| Admin fee / account holder | $4,818 | $4,826-0.2% | $8,357-42.3% | $4,296+12.2% |