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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 | $239,303 | $95,406+150.8% | $185,849+28.8% | $85,847+178.8% |
| Participation rate | 88.1% | 68.8%+19.4pp | 81.7%+6.4pp | 69.3%+18.8pp |
| Annual return | 13.14% | 23.59%-10.5pp | 122.10%-109.0pp | 318.61%-305.5pp |
| Employer contribution / active EE | $5,226 | $3,314+57.7% | $5,169+1.1% | $2,565+103.7% |
| Participant deferral / active EE | $6,921 | $3,424+102.2% | $5,569+24.3% | $3,952+75.1% |
| Admin fee / account holder | $13,567 | $7,214+88.1% | $16,244-16.5% | $6,261+116.7% |