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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 | $188,153 | $86,298+118.0% | $111,308+69.0% | $85,847+119.2% |
| Participation rate | 96.9% | 73.3%+23.5pp | 77.3%+19.6pp | 69.3%+27.6pp |
| Annual return | 19.12% | 19.99%-0.9pp | 54.67%-35.5pp | 318.61%-299.5pp |
| Employer contribution / active EE | $3,429 | $2,044+67.8% | $2,732+25.5% | $2,565+33.7% |
| Participant deferral / active EE | $3,700 | $3,641+1.6% | $4,487-17.5% | $3,952-6.4% |
| Admin fee / account holder | $4,932 | $8,189-39.8% | $7,965-38.1% | $6,261-21.2% |