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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 | $106,864+77.3% | $147,318+28.6% | $82,637+129.2% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.1%+15.5pp | 68.1%+29.5pp |
| Annual return | 16.31% | 27.49%-11.2pp | 70.43%-54.1pp | 53.51%-37.2pp |
| Employer contribution / active EE | $9,155 | $3,417+168.0% | $4,593+99.3% | $2,552+258.7% |
| Participant deferral / active EE | $12,565 | $6,496+93.4% | $7,906+58.9% | $4,126+204.5% |
| Admin fee / account holder | $4,516 | $8,415-46.3% | $13,708-67.1% | $7,339-38.5% |