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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 | $194,479 | $106,749+82.2% | $145,433+33.7% | $82,448+135.9% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 16.79% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $13,075 | $3,444+279.6% | $4,554+187.1% | $2,551+412.5% |
| Participant deferral / active EE | $8,566 | $6,519+31.4% | $7,897+8.5% | $4,139+107.0% |
| Admin fee / account holder | $2,316 | $8,390-72.4% | $13,129-82.4% | $7,234-68.0% |