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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 | $174,365 | $65,367+166.7% | $92,915+87.7% | $72,976+138.9% |
| Participation rate | 98.6% | 68.3%+30.3pp | 76.0%+22.6pp | 69.5%+29.1pp |
| Annual return | 19.47% | 42.11%-22.6pp | 109.45%-90.0pp | 81.02%-61.5pp |
| Employer contribution / active EE | $9,071 | $2,594+249.7% | $3,653+148.3% | $2,440+271.8% |
| Participant deferral / active EE | $6,723 | $3,128+114.9% | $4,238+58.6% | $3,608+86.3% |
| Admin fee / account holder | $4,706 | $4,251+10.7% | $5,796-18.8% | $5,124-8.2% |