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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 | $198,717 | $79,449+150.1% | $189,575+4.8% | $85,847+131.5% |
| Participation rate | 96.9% | 66.0%+30.9pp | 78.4%+18.4pp | 69.3%+27.6pp |
| Annual return | 18.17% | 18.45%-0.3pp | 64.19%-46.0pp | 318.61%-300.4pp |
| Employer contribution / active EE | $15,435 | $2,081+641.7% | $4,412+249.8% | $2,565+501.7% |
| Participant deferral / active EE | $11,104 | $4,051+174.1% | $6,174+79.9% | $3,952+181.0% |
| Admin fee / account holder | $806 | $5,377-85.0% | $9,806-91.8% | $6,261-87.1% |