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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 | $218,612 | $97,289+124.7% | $92,805+135.6% | $155,188+40.9% |
| Participation rate | 93.3% | 84.2%+9.2pp | 83.5%+9.8pp | 80.8%+12.5pp |
| Annual return | 12.78% | 29.03%-16.2pp | 31.59%-18.8pp | 148.84%-136.1pp |
| Employer contribution / active EE | $14,779 | $3,632+306.9% | $3,424+331.6% | $4,248+247.9% |
| Participant deferral / active EE | $13,160 | $8,795+49.6% | $8,448+55.8% | $6,531+101.5% |
| Admin fee / account holder | $1,636 | $12,015-86.4% | $10,911-85.0% | $14,480-88.7% |