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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 | $190,162 | $93,345+103.7% | $119,126+59.6% | $87,485+117.4% |
| Participation rate | 89.7% | 68.7%+20.9pp | 75.8%+13.9pp | 68.9%+20.7pp |
| Annual return | 16.33% | 19.08%-2.7pp | 282.11%-265.8pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,852 | $3,172-10.1% | $4,034-29.3% | $2,596+9.8% |
| Participant deferral / active EE | $6,728 | $4,099+64.2% | $5,318+26.5% | $4,274+57.4% |
| Admin fee / account holder | $9,904 | $8,039+23.2% | $10,693-7.4% | $7,775+27.4% |