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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 | $201,816 | $98,776+104.3% | $149,745+34.8% | $79,856+152.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 16.75% | 27.38%-10.6pp | 276.72%-260.0pp | 31.71%-15.0pp |
| Employer contribution / active EE | $8,240 | $3,217+156.1% | $4,646+77.4% | $2,471+233.4% |
| Participant deferral / active EE | $11,071 | $5,681+94.9% | $6,843+61.8% | $3,741+196.0% |
| Admin fee / account holder | $5,357 | $6,053-11.5% | $9,312-42.5% | $5,306+1.0% |