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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 | $219,314 | $91,167+140.6% | $178,498+22.9% | $79,858+174.6% |
| Participation rate | 92.7% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.0pp |
| Annual return | 18.91% | 24.19%-5.3pp | 151.09%-132.2pp | 31.72%-12.8pp |
| Employer contribution / active EE | $6,721 | $3,255+106.5% | $5,011+34.1% | $2,471+172.0% |
| Participant deferral / active EE | $5,589 | $3,236+72.7% | $5,202+7.4% | $3,740+49.4% |
| Admin fee / account holder | $1,442 | $6,747-78.6% | $13,985-89.7% | $5,306-72.8% |