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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 | $147,479 | $106,864+38.0% | $147,318+0.1% | $82,637+78.5% |
| Participation rate | 91.7% | 75.5%+16.2pp | 82.1%+9.6pp | 68.1%+23.6pp |
| Annual return | 17.57% | 27.49%-9.9pp | 70.43%-52.9pp | 53.51%-35.9pp |
| Employer contribution / active EE | $8,670 | $3,417+153.8% | $4,593+88.8% | $2,552+239.7% |
| Participant deferral / active EE | $6,497 | $6,4960% | $7,906-17.8% | $4,126+57.5% |
| Admin fee / account holder | $3,887 | $8,415-53.8% | $13,708-71.6% | $7,339-47.0% |