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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 | $201,119 | $106,864+88.2% | $147,318+36.5% | $82,637+143.4% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.1%+16.5pp | 68.1%+30.6pp |
| Annual return | 16.84% | 27.49%-10.7pp | 70.43%-53.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $5,248 | $3,417+53.6% | $4,593+14.3% | $2,552+105.6% |
| Participant deferral / active EE | $8,306 | $6,496+27.9% | $7,906+5.1% | $4,126+101.3% |
| Admin fee / account holder | $3,543 | $8,415-57.9% | $13,708-74.2% | $7,339-51.7% |