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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 | $190,309 | $84,953+124.0% | $163,379+16.5% | $82,637+130.3% |
| Participation rate | 97.0% | 65.9%+31.0pp | 76.8%+20.1pp | 68.1%+28.9pp |
| Annual return | 19.71% | 23.07%-3.4pp | 63.41%-43.7pp | 53.51%-33.8pp |
| Employer contribution / active EE | $3,610 | $2,183+65.4% | $3,752-3.8% | $2,552+41.5% |
| Participant deferral / active EE | $5,085 | $4,326+17.5% | $6,282-19.1% | $4,126+23.2% |
| Admin fee / account holder | $31,519 | $7,921+297.9% | $9,818+221.0% | $7,339+329.5% |