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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 | $194,479 | $106,864+82.0% | $147,318+32.0% | $82,637+135.3% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 16.79% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $13,075 | $3,417+282.7% | $4,593+184.7% | $2,552+412.3% |
| Participant deferral / active EE | $8,566 | $6,496+31.9% | $7,906+8.3% | $4,126+107.6% |
| Admin fee / account holder | $2,316 | $8,415-72.5% | $13,708-83.1% | $7,339-68.4% |