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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 | $128,906 | $57,969+122.4% | $76,383+68.8% | $80,959+59.2% |
| Participation rate | 96.2% | 73.7%+22.4pp | 79.3%+16.9pp | 67.7%+28.5pp |
| Annual return | 13.82% | 15.90%-2.1pp | 13.79%0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $8,238 | $3,570+130.8% | $4,587+79.6% | $2,757+198.8% |
| Participant deferral / active EE | $12,475 | $3,814+227.1% | $5,474+127.9% | $4,300+190.1% |
| Admin fee / account holder | $5,148 | $5,670-9.2% | $5,1470% | $6,925-25.7% |