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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 | $219,423 | $106,864+105.3% | $147,318+48.9% | $82,637+165.5% |
| Participation rate | 92.2% | 75.5%+16.7pp | 82.1%+10.1pp | 68.1%+24.1pp |
| Annual return | 16.50% | 27.49%-11.0pp | 70.43%-53.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $7,407 | $3,417+116.8% | $4,593+61.3% | $2,552+190.2% |
| Participant deferral / active EE | $11,097 | $6,496+70.8% | $7,906+40.4% | $4,126+168.9% |
| Admin fee / account holder | $3,546 | $8,415-57.9% | $13,708-74.1% | $7,339-51.7% |