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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 | $232,171 | $91,198+154.6% | $178,503+30.1% | $79,856+190.7% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 10.68% | 24.20%-13.5pp | 151.12%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $10,008 | $3,257+207.3% | $5,011+99.7% | $2,471+305.0% |
| Participant deferral / active EE | $7,916 | $3,237+144.6% | $5,202+52.2% | $3,741+111.6% |
| Admin fee / account holder | $605 | $6,748-91.0% | $13,987-95.7% | $5,306-88.6% |