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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 | $226,715 | $91,559+147.6% | $133,971+69.2% | $79,852+183.9% |
| Participation rate | 98.0% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | 16.52% | 61.85%-45.3pp | 45.09%-28.6pp | 31.72%-15.2pp |
| Employer contribution / active EE | $5,749 | $2,384+141.2% | $3,919+46.7% | $2,471+132.7% |
| Participant deferral / active EE | $6,530 | $3,734+74.9% | $5,047+29.4% | $3,740+74.6% |
| Admin fee / account holder | $469 | $6,321-92.6% | $8,929-94.8% | $5,306-91.2% |