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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 | $183,031 | $95,453+91.7% | $112,040+63.4% | $82,448+122.0% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.5%+20.7pp | 68.1%+29.2pp |
| Annual return | 14.13% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $4,249 | $2,318+83.3% | $2,954+43.9% | $2,551+66.6% |
| Participant deferral / active EE | $8,044 | $4,224+90.4% | $5,098+57.8% | $4,139+94.3% |
| Admin fee / account holder | $3,712 | $9,013-58.8% | $12,098-69.3% | $7,234-48.7% |