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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 | $178,612 | $94,031+90.0% | $115,768+54.3% | $82,448+116.6% |
| Participation rate | 95.1% | 70.4%+24.7pp | 74.4%+20.7pp | 68.1%+27.1pp |
| Annual return | 14.16% | 20.61%-6.4pp | 100.46%-86.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $5,388 | $2,323+131.9% | $2,940+83.3% | $2,551+111.2% |
| Participant deferral / active EE | $8,322 | $3,972+109.5% | $4,917+69.3% | $4,139+101.1% |
| Admin fee / account holder | $19,845 | $10,249+93.6% | $12,439+59.5% | $7,234+174.3% |