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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 | $199,956 | $99,875+100.2% | $146,866+36.1% | $86,983+129.9% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 15.08% | 28.10%-13.0pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $7,373 | $3,224+128.7% | $4,425+66.6% | $2,584+185.3% |
| Participant deferral / active EE | $7,707 | $6,322+21.9% | $7,759-0.7% | $4,194+83.8% |
| Admin fee / account holder | $4,044 | $7,838-48.4% | $13,620-70.3% | $7,856-48.5% |