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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 | $205,955 | $73,978+178.4% | $96,515+113.4% | $75,173+174.0% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 18.96% | 26.72%-7.8pp | 35.73%-16.8pp | 160.72%-141.8pp |
| Employer contribution / active EE | $5,652 | $2,931+92.8% | $3,740+51.1% | $2,671+111.6% |
| Participant deferral / active EE | $12,918 | $3,660+252.9% | $4,880+164.7% | $4,126+213.1% |
| Admin fee / account holder | $2,475 | $5,219-52.6% | $6,735-63.3% | $5,651-56.2% |