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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 | $171,904 | $76,551+124.6% | $123,894+38.8% | $62,881+173.4% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 9.04% | 18.68%-9.6pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $4,967 | $2,882+72.3% | $4,617+7.6% | $2,281+117.8% |
| Participant deferral / active EE | $11,558 | $4,840+138.8% | $5,984+93.1% | $3,203+260.9% |
| Admin fee / account holder | $844 | $4,826-82.5% | $8,357-89.9% | $4,296-80.3% |