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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 | $239,009 | $106,524+124.4% | $152,301+56.9% | $87,485+173.2% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.4%+12.4pp | 68.9%+25.9pp |
| Annual return | 19.24% | 26.89%-7.6pp | 80.50%-61.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $5,569 | $3,371+65.2% | $4,624+20.4% | $2,596+114.5% |
| Participant deferral / active EE | $11,565 | $6,525+77.2% | $8,004+44.5% | $4,274+170.6% |
| Admin fee / account holder | $14,743 | $8,287+77.9% | $14,398+2.4% | $7,775+89.6% |