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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 | $120,212 | $93,345+28.8% | $119,126+0.9% | $87,485+37.4% |
| Participation rate | 90.7% | 68.7%+22.0pp | 75.8%+15.0pp | 68.9%+21.8pp |
| Annual return | 18.38% | 19.08%-0.7pp | 282.11%-263.7pp | 26.06%-7.7pp |
| Employer contribution / active EE | $4,951 | $3,172+56.1% | $4,034+22.7% | $2,596+90.7% |
| Participant deferral / active EE | $10,533 | $4,099+157.0% | $5,318+98.1% | $4,274+146.5% |
| Admin fee / account holder | $7,361 | $8,039-8.4% | $10,693-31.2% | $7,775-5.3% |