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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 | $213,348 | $91,179+134.0% | $178,499+19.5% | $79,852+167.2% |
| Participation rate | 90.2% | 69.2%+21.0pp | 81.9%+8.3pp | 69.6%+20.6pp |
| Annual return | 16.15% | 24.19%-8.0pp | 151.10%-135.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $4,195 | $3,256+28.8% | $5,011-16.3% | $2,471+69.8% |
| Participant deferral / active EE | $6,149 | $3,236+90.0% | $5,202+18.2% | $3,740+64.4% |
| Admin fee / account holder | $8,059 | $6,749+19.4% | $13,986-42.4% | $5,306+51.9% |