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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 | $219,659 | $106,524+106.2% | $152,301+44.2% | $87,485+151.1% |
| Participation rate | 97.4% | 75.8%+21.7pp | 82.4%+15.0pp | 68.9%+28.5pp |
| Annual return | 21.45% | 26.89%-5.4pp | 80.50%-59.1pp | 26.06%-4.6pp |
| Employer contribution / active EE | $14,564 | $3,371+332.0% | $4,624+214.9% | $2,596+461.0% |
| Participant deferral / active EE | $18,791 | $6,525+188.0% | $8,004+134.8% | $4,274+339.7% |
| Admin fee / account holder | $7,839 | $8,287-5.4% | $14,398-45.6% | $7,775+0.8% |