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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 | $206,982 | $78,690+163.0% | $161,489+28.2% | $87,485+136.6% |
| Participation rate | 93.9% | 67.5%+26.4pp | 78.7%+15.2pp | 68.9%+24.9pp |
| Annual return | 14.50% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.6pp |
| Employer contribution / active EE | $7,723 | $2,588+198.4% | $4,268+80.9% | $2,596+197.5% |
| Participant deferral / active EE | $6,094 | $3,311+84.1% | $5,630+8.2% | $4,274+42.6% |
| Admin fee / account holder | $1,578 | $6,724-76.5% | $16,006-90.1% | $7,775-79.7% |