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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 | $78,197+143.2% | $98,090+93.9% | $82,637+130.1% |
| Participation rate | 98.5% | 77.5%+21.0pp | 81.5%+16.9pp | 68.1%+30.4pp |
| Annual return | 18.22% | 40.25%-22.0pp | 37.05%-18.8pp | 53.51%-35.3pp |
| Employer contribution / active EE | $14,653 | $2,605+462.6% | $3,606+306.3% | $2,552+474.1% |
| Participant deferral / active EE | $13,190 | $6,636+98.8% | $7,845+68.1% | $4,126+219.7% |
| Admin fee / account holder | $6,551 | $14,832-55.8% | $11,815-44.5% | $7,339-10.7% |