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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 | $213,559 | $101,950+109.5% | $125,529+70.1% | $86,983+145.5% |
| Participation rate | 88.9% | 70.2%+18.7pp | 74.7%+14.2pp | 69.5%+19.3pp |
| Annual return | 18.28% | 18.29%0pp | 202.56%-184.3pp | 25.83%-7.6pp |
| Employer contribution / active EE | $6,234 | $2,358+164.3% | $3,058+103.9% | $2,584+141.2% |
| Participant deferral / active EE | $7,756 | $3,862+100.8% | $4,813+61.2% | $4,194+85.0% |
| Admin fee / account holder | $18,626 | $12,791+45.6% | $16,298+14.3% | $7,856+137.1% |