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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 | $176,921 | $90,400+95.7% | $186,193-5.0% | $87,485+102.2% |
| Participation rate | 81.0% | 66.2%+14.8pp | 77.1%+3.9pp | 68.9%+12.1pp |
| Annual return | 18.19% | 22.15%-4.0pp | 78.03%-59.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $4,252 | $2,170+95.9% | $3,918+8.5% | $2,596+63.8% |
| Participant deferral / active EE | $8,167 | $4,330+88.6% | $6,513+25.4% | $4,274+91.1% |
| Admin fee / account holder | $5,571 | $8,673-35.8% | $11,058-49.6% | $7,775-28.3% |