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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 | $186,698 | $101,795+83.4% | $165,100+13.1% | $80,959+130.6% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.7%+31.2pp |
| Annual return | 14.71% | 16.73%-2.0pp | 70.21%-55.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $4,325 | $2,954+46.4% | $4,348-0.5% | $2,757+56.9% |
| Participant deferral / active EE | $7,837 | $4,476+75.1% | $6,035+29.8% | $4,300+82.2% |
| Admin fee / account holder | $9,155 | $8,221+11.4% | $12,696-27.9% | $6,925+32.2% |