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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 | $98,776+99.0% | $149,745+31.3% | $79,856+146.2% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 19.46% | 27.38%-7.9pp | 276.72%-257.3pp | 31.71%-12.3pp |
| Employer contribution / active EE | $5,646 | $3,217+75.5% | $4,646+21.5% | $2,471+128.5% |
| Participant deferral / active EE | $15,935 | $5,681+180.5% | $6,843+132.9% | $3,741+326.0% |
| Admin fee / account holder | $4,742 | $6,053-21.7% | $9,312-49.1% | $5,306-10.6% |