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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 | $169,691 | $81,358+108.6% | $155,556+9.1% | $80,959+109.6% |
| Participation rate | 97.0% | 66.3%+30.7pp | 78.2%+18.7pp | 67.7%+29.3pp |
| Annual return | 14.71% | 33.39%-18.7pp | 64.84%-50.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $10,539 | $3,106+239.3% | $4,675+125.4% | $2,757+282.2% |
| Participant deferral / active EE | $10,323 | $3,455+198.7% | $5,631+83.3% | $4,300+140.0% |
| Admin fee / account holder | $1,947 | $7,994-75.6% | $15,885-87.7% | $6,925-71.9% |