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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 | $223,475 | $89,259+150.4% | $107,187+108.5% | $82,637+170.4% |
| Participation rate | 89.7% | 67.9%+21.7pp | 75.0%+14.6pp | 68.1%+21.6pp |
| Annual return | 18.29% | 21.02%-2.7pp | 204.55%-186.3pp | 53.51%-35.2pp |
| Employer contribution / active EE | $13,793 | $3,080+347.8% | $3,782+264.7% | $2,552+440.5% |
| Participant deferral / active EE | $3,456 | $4,037-14.4% | $5,096-32.2% | $4,126-16.3% |
| Admin fee / account holder | $7,599 | $7,381+2.9% | $9,162-17.1% | $7,339+3.5% |