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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 | $190,160 | $78,520+142.2% | $96,576+96.9% | $82,448+130.6% |
| Participation rate | 98.5% | 77.7%+20.8pp | 81.4%+17.0pp | 68.1%+30.4pp |
| Annual return | 18.22% | 41.30%-23.1pp | 38.47%-20.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $14,653 | $2,630+457.2% | $3,553+312.4% | $2,551+474.4% |
| Participant deferral / active EE | $13,190 | $6,754+95.3% | $7,956+65.8% | $4,139+218.7% |
| Admin fee / account holder | $6,551 | $13,455-51.3% | $11,381-42.4% | $7,234-9.4% |