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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 | $196,578 | $98,760+99.0% | $149,710+31.3% | $79,860+146.2% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 19.46% | 27.43%-8.0pp | 276.63%-257.2pp | 31.72%-12.3pp |
| Employer contribution / active EE | $5,646 | $3,217+75.5% | $4,645+21.6% | $2,471+128.5% |
| Participant deferral / active EE | $15,935 | $5,681+180.5% | $6,842+132.9% | $3,740+326.0% |
| Admin fee / account holder | $4,742 | $6,053-21.7% | $9,309-49.1% | $5,306-10.6% |