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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 | $222,503 | $138,385+60.8% | $184,243+20.8% | $80,925+175.0% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.7%+26.7pp |
| Annual return | 15.56% | 20.02%-4.5pp | 28.82%-13.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $14,382 | $4,851+196.5% | $6,427+123.8% | $2,756+421.8% |
| Participant deferral / active EE | $15,380 | $7,075+117.4% | $9,132+68.4% | $4,299+257.8% |
| Admin fee / account holder | $2,804 | $10,489-73.3% | $13,914-79.8% | $6,940-59.6% |