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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 | $183,505 | $95,404+92.3% | $113,397+61.8% | $82,637+122.1% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 16.26% | 19.08%-2.8pp | 23.20%-6.9pp | 53.51%-37.3pp |
| Employer contribution / active EE | $7,521 | $2,307+226.1% | $2,977+152.6% | $2,552+194.7% |
| Participant deferral / active EE | $5,486 | $4,220+30.0% | $5,076+8.1% | $4,126+33.0% |
| Admin fee / account holder | $17,082 | $9,168+86.3% | $11,957+42.9% | $7,339+132.8% |