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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 | $189,465 | $101,798+86.1% | $165,071+14.8% | $80,935+134.1% |
| Participation rate | 86.5% | 71.8%+14.7pp | 78.6%+7.9pp | 67.7%+18.9pp |
| Annual return | 12.02% | 16.73%-4.7pp | 70.17%-58.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $8,744 | $2,954+196.0% | $4,347+101.1% | $2,757+217.2% |
| Participant deferral / active EE | $14,989 | $4,476+234.8% | $6,035+148.4% | $4,299+248.6% |
| Admin fee / account holder | $7,522 | $8,221-8.5% | $12,695-40.7% | $6,924+8.6% |