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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 | $189,434 | $99,875+89.7% | $146,866+29.0% | $86,983+117.8% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.5%+28.0pp |
| Annual return | 16.31% | 28.10%-11.8pp | 102.85%-86.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $9,155 | $3,224+184.0% | $4,425+106.9% | $2,584+254.2% |
| Participant deferral / active EE | $12,565 | $6,322+98.7% | $7,759+61.9% | $4,194+199.6% |
| Admin fee / account holder | $4,516 | $7,838-42.4% | $13,620-66.8% | $7,856-42.5% |