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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 | $238,872 | $99,875+139.2% | $146,866+62.6% | $86,983+174.6% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.5%+11.2pp | 69.5%+24.2pp |
| Annual return | 18.41% | 28.10%-9.7pp | 102.85%-84.4pp | 25.83%-7.4pp |
| Employer contribution / active EE | $8,079 | $3,224+150.6% | $4,425+82.6% | $2,584+212.6% |
| Participant deferral / active EE | $18,863 | $6,322+198.4% | $7,759+143.1% | $4,194+349.8% |
| Admin fee / account holder | $1,755 | $7,838-77.6% | $13,620-87.1% | $7,856-77.7% |