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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 | $241,274 | $81,446+196.2% | $103,374+133.4% | $80,874+198.3% |
| Participation rate | 95.9% | 66.9%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 14.41% | 25.57%-11.2pp | 24.89%-10.5pp | 35.62%-21.2pp |
| Employer contribution / active EE | $17,879 | $3,107+475.4% | $3,869+362.1% | $2,756+548.8% |
| Participant deferral / active EE | $7,424 | $3,870+91.8% | $5,058+46.8% | $4,297+72.8% |
| Admin fee / account holder | $9,580 | $6,715+42.7% | $8,394+14.1% | $6,935+38.1% |