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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 | $194,371 | $79,955+143.1% | $98,450+97.4% | $75,181+158.5% |
| Participation rate | 96.4% | 70.4%+26.1pp | 75.2%+21.3pp | 67.2%+29.2pp |
| Annual return | 17.21% | 19.75%-2.5pp | 21.16%-4.0pp | 160.69%-143.5pp |
| Employer contribution / active EE | $6,449 | $2,264+184.8% | $3,049+111.5% | $2,671+141.5% |
| Participant deferral / active EE | $10,453 | $3,752+178.6% | $4,739+120.6% | $4,126+153.3% |
| Admin fee / account holder | $3,795 | $6,841-44.5% | $8,961-57.7% | $5,650-32.8% |