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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 | $201,536 | $91,194+121.0% | $178,486+12.9% | $79,860+152.4% |
| Participation rate | 88.7% | 69.2%+19.5pp | 81.9%+6.8pp | 69.6%+19.0pp |
| Annual return | 17.04% | 24.19%-7.1pp | 151.08%-134.0pp | 31.72%-14.7pp |
| Employer contribution / active EE | $7,049 | $3,256+116.5% | $5,011+40.7% | $2,471+185.3% |
| Participant deferral / active EE | $6,996 | $3,236+116.2% | $5,202+34.5% | $3,740+87.0% |
| Admin fee / account holder | $2,141 | $6,751-68.3% | $13,985-84.7% | $5,306-59.7% |