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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 | $194,433 | $93,589+107.8% | $135,942+43.0% | $75,181+158.6% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 16.30% | 30.90%-14.6pp | 68.28%-52.0pp | 160.69%-144.4pp |
| Employer contribution / active EE | $9,251 | $3,537+161.5% | $4,858+90.5% | $2,671+246.4% |
| Participant deferral / active EE | $17,695 | $6,405+176.3% | $7,759+128.1% | $4,126+328.9% |
| Admin fee / account holder | $6,234 | $6,977-10.7% | $10,764-42.1% | $5,650+10.3% |