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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 | $210,773 | $108,825+93.7% | $156,181+35.0% | $82,448+155.6% |
| Participation rate | 96.9% | 72.4%+24.5pp | 78.8%+18.0pp | 68.1%+28.8pp |
| Annual return | 17.18% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $7,817 | $2,870+172.4% | $4,294+82.1% | $2,551+206.4% |
| Participant deferral / active EE | $8,678 | $4,577+89.6% | $6,132+41.5% | $4,139+109.7% |
| Admin fee / account holder | $9,699 | $9,341+3.8% | $14,586-33.5% | $7,234+34.1% |