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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 | $190,186 | $78,670+141.8% | $109,173+74.2% | $85,847+121.5% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 16.58% | 25.09%-8.5pp | 25.75%-9.2pp | 318.61%-302.0pp |
| Employer contribution / active EE | $6,317 | $2,734+131.1% | $3,723+69.7% | $2,565+146.3% |
| Participant deferral / active EE | $6,666 | $3,467+92.3% | $4,654+43.2% | $3,952+68.7% |
| Admin fee / account holder | $355 | $5,469-93.5% | $6,755-94.7% | $6,261-94.3% |