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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 | $192,055 | $91,198+110.6% | $178,503+7.6% | $79,856+140.5% |
| Participation rate | 98.5% | 69.2%+29.3pp | 81.9%+16.6pp | 69.6%+28.8pp |
| Annual return | 16.07% | 24.20%-8.1pp | 151.12%-135.1pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,441 | $3,257+67.1% | $5,011+8.6% | $2,471+120.2% |
| Participant deferral / active EE | $6,211 | $3,237+91.9% | $5,202+19.4% | $3,741+66.0% |
| Admin fee / account holder | $5,411 | $6,748-19.8% | $13,987-61.3% | $5,306+2.0% |