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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 | $190,277 | $91,179+108.7% | $178,499+6.6% | $79,852+138.3% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.6pp |
| Annual return | 14.91% | 24.19%-9.3pp | 151.10%-136.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $6,393 | $3,256+96.4% | $5,011+27.6% | $2,471+158.7% |
| Participant deferral / active EE | $8,344 | $3,236+157.9% | $5,202+60.4% | $3,740+123.1% |
| Admin fee / account holder | $786 | $6,749-88.3% | $13,986-94.4% | $5,306-85.2% |