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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 | $224,922 | $91,198+146.6% | $178,503+26.0% | $79,856+181.7% |
| Participation rate | 98.6% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 14.79% | 24.20%-9.4pp | 151.12%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $5,846 | $3,257+79.5% | $5,011+16.7% | $2,471+136.6% |
| Participant deferral / active EE | $5,585 | $3,237+72.6% | $5,202+7.4% | $3,741+49.3% |
| Admin fee / account holder | $5,297 | $6,748-21.5% | $13,987-62.1% | $5,306-0.2% |