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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 | $196,353 | $106,864+83.7% | $147,318+33.3% | $82,637+137.6% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.1%+15.0pp | 68.1%+29.0pp |
| Annual return | 19.11% | 27.49%-8.4pp | 70.43%-51.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $8,186 | $3,417+139.6% | $4,593+78.2% | $2,552+220.7% |
| Participant deferral / active EE | $14,010 | $6,496+115.7% | $7,906+77.2% | $4,126+239.5% |
| Admin fee / account holder | $2,118 | $8,415-74.8% | $13,708-84.6% | $7,339-71.1% |