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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 | $189,094 | $91,198+107.3% | $178,503+5.9% | $79,856+136.8% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 16.49% | 24.20%-7.7pp | 151.12%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $7,183 | $3,257+120.6% | $5,011+43.3% | $2,471+190.7% |
| Participant deferral / active EE | $4,856 | $3,237+50.0% | $5,202-6.7% | $3,741+29.8% |
| Admin fee / account holder | $5,537 | $6,748-17.9% | $13,987-60.4% | $5,306+4.3% |