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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 | $199,956 | $106,524+87.7% | $152,301+31.3% | $87,485+128.6% |
| Participation rate | 96.6% | 75.8%+20.9pp | 82.4%+14.2pp | 68.9%+27.7pp |
| Annual return | 15.08% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $7,373 | $3,371+118.7% | $4,624+59.4% | $2,596+184.0% |
| Participant deferral / active EE | $7,707 | $6,525+18.1% | $8,004-3.7% | $4,274+80.3% |
| Admin fee / account holder | $4,044 | $8,287-51.2% | $14,398-71.9% | $7,775-48.0% |