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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 | $130,908 | $93,345+40.2% | $119,126+9.9% | $87,485+49.6% |
| Participation rate | 98.5% | 68.7%+29.8pp | 75.8%+22.7pp | 68.9%+29.6pp |
| Annual return | 17.02% | 19.08%-2.1pp | 282.11%-265.1pp | 26.06%-9.0pp |
| Employer contribution / active EE | $5,988 | $3,172+88.8% | $4,034+48.5% | $2,596+130.6% |
| Participant deferral / active EE | $6,830 | $4,099+66.6% | $5,318+28.4% | $4,274+59.8% |
| Admin fee / account holder | $6,931 | $8,039-13.8% | $10,693-35.2% | $7,775-10.9% |