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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 | $235,533 | $114,712+105.3% | $173,730+35.6% | $87,485+169.2% |
| Participation rate | 97.0% | 73.0%+24.0pp | 79.6%+17.4pp | 68.9%+28.0pp |
| Annual return | 13.10% | 20.18%-7.1pp | 19.96%-6.9pp | 26.06%-13.0pp |
| Employer contribution / active EE | $6,632 | $2,904+128.4% | $4,577+44.9% | $2,596+155.4% |
| Participant deferral / active EE | $8,686 | $4,642+87.1% | $6,326+37.3% | $4,274+103.3% |
| Admin fee / account holder | $27,956 | $10,210+173.8% | $17,523+59.5% | $7,775+259.6% |