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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 | $178,305 | $76,551+132.9% | $123,894+43.9% | $62,881+183.6% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.5pp | 69.3%+28.7pp |
| Annual return | 10.27% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $8,039 | $2,882+178.9% | $4,617+74.1% | $2,281+252.5% |
| Participant deferral / active EE | $8,110 | $4,840+67.6% | $5,984+35.5% | $3,203+153.2% |
| Admin fee / account holder | $318 | $4,826-93.4% | $8,357-96.2% | $4,296-92.6% |