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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 | $203,894 | $86,288+136.3% | $111,306+83.2% | $85,851+137.5% |
| Participation rate | 90.6% | 73.3%+17.3pp | 77.3%+13.3pp | 69.3%+21.3pp |
| Annual return | 15.61% | 19.99%-4.4pp | 54.67%-39.1pp | 318.63%-303.0pp |
| Employer contribution / active EE | $3,647 | $2,044+78.5% | $2,732+33.5% | $2,565+42.2% |
| Participant deferral / active EE | $6,677 | $3,641+83.4% | $4,488+48.8% | $3,952+68.9% |
| Admin fee / account holder | $1,799 | $8,189-78.0% | $7,966-77.4% | $6,261-71.3% |