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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 | $204,247 | $78,690+159.6% | $161,489+26.5% | $87,485+133.5% |
| Participation rate | 92.5% | 67.5%+25.0pp | 78.7%+13.8pp | 68.9%+23.6pp |
| Annual return | 19.39% | 32.74%-13.3pp | 89.72%-70.3pp | 26.06%-6.7pp |
| Employer contribution / active EE | $5,350 | $2,588+106.7% | $4,268+25.3% | $2,596+106.1% |
| Participant deferral / active EE | $8,339 | $3,311+151.9% | $5,630+48.1% | $4,274+95.1% |
| Admin fee / account holder | $6,659 | $6,724-1.0% | $16,006-58.4% | $7,775-14.4% |