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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 | $241,028 | $91,179+164.3% | $178,499+35.0% | $79,852+201.8% |
| Participation rate | 80.9% | 69.2%+11.6pp | 81.9%-1.1pp | 69.6%+11.2pp |
| Annual return | 19.34% | 24.19%-4.9pp | 151.10%-131.8pp | 31.72%-12.4pp |
| Employer contribution / active EE | $5,536 | $3,256+70.0% | $5,011+10.5% | $2,471+124.0% |
| Participant deferral / active EE | $6,590 | $3,236+103.7% | $5,202+26.7% | $3,740+76.2% |
| Admin fee / account holder | $397 | $6,749-94.1% | $13,986-97.2% | $5,306-92.5% |