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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 | $204,112 | $98,776+106.6% | $149,745+36.3% | $79,856+155.6% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 14.82% | 27.38%-12.6pp | 276.72%-261.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $5,335 | $3,217+65.8% | $4,646+14.8% | $2,471+115.9% |
| Participant deferral / active EE | $6,955 | $5,681+22.4% | $6,843+1.6% | $3,741+85.9% |
| Admin fee / account holder | $932 | $6,053-84.6% | $9,312-90.0% | $5,306-82.4% |