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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 | $193,472 | $93,617+106.7% | $135,982+42.3% | $75,177+157.4% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.1pp | 67.2%+14.8pp |
| Annual return | 19.26% | 30.89%-11.6pp | 68.32%-49.1pp | 160.75%-141.5pp |
| Employer contribution / active EE | $8,128 | $3,538+129.7% | $4,859+67.3% | $2,671+204.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $615 | $6,980-91.2% | $10,767-94.3% | $5,651-89.1% |