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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 | $210,236 | $91,559+129.6% | $133,978+56.9% | $79,856+163.3% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 14.60% | 61.85%-47.3pp | 45.10%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $5,960 | $2,384+150.0% | $3,919+52.1% | $2,471+141.2% |
| Participant deferral / active EE | $4,540 | $3,734+21.6% | $5,047-10.1% | $3,741+21.4% |
| Admin fee / account holder | $6,306 | $6,321-0.2% | $8,930-29.4% | $5,306+18.8% |