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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 | $77,814+166.0% | $158,223+30.8% | $86,983+138.0% |
| Participation rate | 93.9% | 68.4%+25.5pp | 79.2%+14.7pp | 69.5%+24.3pp |
| Annual return | 14.50% | 30.54%-16.0pp | 52.09%-37.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $7,723 | $2,592+197.9% | $4,109+88.0% | $2,584+198.8% |
| Participant deferral / active EE | $6,094 | $3,270+86.4% | $5,467+11.5% | $4,194+45.3% |
| Admin fee / account holder | $1,578 | $5,879-73.2% | $16,047-90.2% | $7,856-79.9% |