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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 | $204,371 | $106,524+91.9% | $152,301+34.2% | $87,485+133.6% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 16.47% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.6pp |
| Employer contribution / active EE | $5,516 | $3,371+63.6% | $4,624+19.3% | $2,596+112.5% |
| Participant deferral / active EE | $13,115 | $6,525+101.0% | $8,004+63.9% | $4,274+206.9% |
| Admin fee / account holder | $5,394 | $8,287-34.9% | $14,398-62.5% | $7,775-30.6% |