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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 | $219,421 | $106,524+106.0% | $152,301+44.1% | $87,485+150.8% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.4%+14.8pp | 68.9%+28.4pp |
| Annual return | 19.69% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.4pp |
| Employer contribution / active EE | $5,296 | $3,371+57.1% | $4,624+14.5% | $2,596+104.0% |
| Participant deferral / active EE | $11,702 | $6,525+79.3% | $8,004+46.2% | $4,274+173.8% |
| Admin fee / account holder | $862 | $8,287-89.6% | $14,398-94.0% | $7,775-88.9% |