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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 | $183,878 | $77,358+137.7% | $102,184+79.9% | $87,485+110.2% |
| Participation rate | 96.6% | 78.7%+17.9pp | 82.6%+14.0pp | 68.9%+27.7pp |
| Annual return | 17.31% | 41.11%-23.8pp | 31.58%-14.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $7,023 | $2,562+174.1% | $3,594+95.4% | $2,596+170.5% |
| Participant deferral / active EE | $7,762 | $6,753+15.0% | $8,309-6.6% | $4,274+81.6% |
| Admin fee / account holder | $5,812 | $6,809-14.6% | $11,609-49.9% | $7,775-25.2% |