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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 | $197,254 | $109,620+79.9% | $148,496+32.8% | $94,015+109.8% |
| Participation rate | 98.0% | 71.3%+26.7pp | 76.0%+21.9pp | 70.8%+27.1pp |
| Annual return | 17.31% | 17.54%-0.2pp | 12.33%+5.0pp | 17.84%-0.5pp |
| Employer contribution / active EE | $11,181 | $2,618+327.1% | $3,497+219.7% | $2,790+300.7% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,208 | $10,050-18.3% | $19,547-58.0% | $8,951-8.3% |