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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 | $226,164 | $101,795+122.2% | $165,100+37.0% | $80,959+179.4% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.1pp | 67.7%+15.1pp |
| Annual return | 32.27% | 16.73%+15.5pp | 70.21%-37.9pp | 35.67%-3.4pp |
| Employer contribution / active EE | $5,981 | $2,954+102.5% | $4,348+37.6% | $2,757+116.9% |
| Participant deferral / active EE | $9,253 | $4,476+106.7% | $6,035+53.3% | $4,300+115.2% |
| Admin fee / account holder | $3,230 | $8,221-60.7% | $12,696-74.6% | $6,925-53.4% |