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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 | $180,340 | $96,731+86.4% | $123,973+45.5% | $86,983+107.3% |
| Participation rate | 95.0% | 70.0%+25.0pp | 76.7%+18.3pp | 69.5%+25.5pp |
| Annual return | 17.79% | 17.33%+0.5pp | 388.13%-370.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $8,814 | $3,297+167.3% | $4,126+113.6% | $2,584+241.1% |
| Participant deferral / active EE | $7,038 | $4,152+69.5% | $5,247+34.1% | $4,194+67.8% |
| Admin fee / account holder | $7,884 | $8,722-9.6% | $11,799-33.2% | $7,856+0.4% |