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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 | $204,781 | $101,798+101.2% | $165,071+24.1% | $80,935+153.0% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.7%+28.9pp |
| Annual return | 14.48% | 16.73%-2.3pp | 70.17%-55.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $6,273 | $2,954+112.3% | $4,347+44.3% | $2,757+127.6% |
| Participant deferral / active EE | $12,659 | $4,476+182.8% | $6,035+109.8% | $4,299+194.4% |
| Admin fee / account holder | $5,671 | $8,221-31.0% | $12,695-55.3% | $6,924-18.1% |