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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 | $219,828 | $91,198+141.0% | $178,503+23.2% | $79,856+175.3% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 18.25% | 24.20%-5.9pp | 151.12%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $8,094 | $3,257+148.6% | $5,011+61.5% | $2,471+227.6% |
| Participant deferral / active EE | $6,631 | $3,237+104.9% | $5,202+27.5% | $3,741+77.3% |
| Admin fee / account holder | $2,131 | $6,748-68.4% | $13,987-84.8% | $5,306-59.8% |