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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 | $219,807 | $91,179+141.1% | $178,499+23.1% | $79,852+175.3% |
| Participation rate | 71.9% | 69.2%+2.7pp | 81.9%-10.1pp | 69.6%+2.2pp |
| Annual return | 14.91% | 24.19%-9.3pp | 151.10%-136.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $7,940 | $3,256+143.9% | $5,011+58.4% | $2,471+221.3% |
| Participant deferral / active EE | $6,776 | $3,236+109.4% | $5,202+30.3% | $3,740+81.2% |
| Admin fee / account holder | $5,043 | $6,749-25.3% | $13,986-63.9% | $5,306-5.0% |