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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 | $202,986 | $84,236+141.0% | $170,439+19.1% | $70,124+189.5% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 20.34% | 23.06%-2.7pp | 205.94%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $21,598 | $3,387+537.6% | $5,433+297.6% | $2,342+822.0% |
| Participant deferral / active EE | $13,280 | $3,086+330.4% | $4,939+168.9% | $3,332+298.6% |
| Admin fee / account holder | $4,325 | $5,698-24.1% | $13,881-68.8% | $4,645-6.9% |