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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 | $193,514 | $76,551+152.8% | $123,894+56.2% | $62,881+207.7% |
| Participation rate | 95.1% | 73.0%+22.1pp | 81.4%+13.7pp | 69.3%+25.8pp |
| Annual return | 9.44% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $8,811 | $2,882+205.7% | $4,617+90.8% | $2,281+286.3% |
| Participant deferral / active EE | $8,984 | $4,840+85.6% | $5,984+50.1% | $3,203+180.5% |
| Admin fee / account holder | $1,520 | $4,826-68.5% | $8,357-81.8% | $4,296-64.6% |