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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 | $116,263 | $72,269+60.9% | $101,271+14.8% | $79,852+45.6% |
| Participation rate | 97.8% | 68.5%+29.3pp | 75.8%+21.9pp | 69.6%+28.1pp |
| Annual return | 18.32% | 22.29%-4.0pp | 46.48%-28.2pp | 31.72%-13.4pp |
| Employer contribution / active EE | $5,076 | $2,692+88.6% | $3,660+38.7% | $2,471+105.4% |
| Participant deferral / active EE | $13,271 | $3,282+304.4% | $4,371+203.6% | $3,740+254.8% |
| Admin fee / account holder | $5,702 | $4,401+29.6% | $5,948-4.1% | $5,306+7.5% |