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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 | $180,996 | $106,749+69.6% | $145,433+24.5% | $82,448+119.5% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 18.62% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $5,074 | $3,444+47.3% | $4,554+11.4% | $2,551+98.9% |
| Participant deferral / active EE | $14,172 | $6,519+117.4% | $7,897+79.4% | $4,139+242.4% |
| Admin fee / account holder | $2,919 | $8,390-65.2% | $13,129-77.8% | $7,234-59.6% |