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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 | $117,333 | $78,520+49.4% | $96,576+21.5% | $82,448+42.3% |
| Participation rate | 90.7% | 77.7%+13.0pp | 81.4%+9.3pp | 68.1%+22.6pp |
| Annual return | 22.35% | 41.30%-18.9pp | 38.47%-16.1pp | 41.64%-19.3pp |
| Employer contribution / active EE | $5,229 | $2,630+98.9% | $3,553+47.2% | $2,551+105.0% |
| Participant deferral / active EE | $12,832 | $6,754+90.0% | $7,956+61.3% | $4,139+210.0% |
| Admin fee / account holder | $2,510 | $13,455-81.3% | $11,381-77.9% | $7,234-65.3% |