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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 | $179,181 | $106,864+67.7% | $147,318+21.6% | $82,637+116.8% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.1%+6.4pp | 68.1%+20.4pp |
| Annual return | 23.26% | 27.49%-4.2pp | 70.43%-47.2pp | 53.51%-30.2pp |
| Employer contribution / active EE | $10,818 | $3,417+216.6% | $4,593+135.5% | $2,552+323.9% |
| Participant deferral / active EE | $12,021 | $6,496+85.1% | $7,906+52.0% | $4,126+191.3% |
| Admin fee / account holder | $5,918 | $8,415-29.7% | $13,708-56.8% | $7,339-19.4% |