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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 | $186,303 | $114,712+62.4% | $173,730+7.2% | $87,485+113.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 19.35% | 20.18%-0.8pp | 19.96%-0.6pp | 26.06%-6.7pp |
| Employer contribution / active EE | $7,383 | $2,904+154.2% | $4,577+61.3% | $2,596+184.4% |
| Participant deferral / active EE | $7,414 | $4,642+59.7% | $6,326+17.2% | $4,274+73.5% |
| Admin fee / account holder | $2,684 | $10,210-73.7% | $17,523-84.7% | $7,775-65.5% |