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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 | $228,763 | $93,345+145.1% | $119,126+92.0% | $87,485+161.5% |
| Participation rate | 94.2% | 68.7%+25.5pp | 75.8%+18.5pp | 68.9%+25.3pp |
| Annual return | 14.89% | 19.08%-4.2pp | 282.11%-267.2pp | 26.06%-11.2pp |
| Employer contribution / active EE | $3,247 | $3,172+2.4% | $4,034-19.5% | $2,596+25.1% |
| Participant deferral / active EE | $7,491 | $4,099+82.8% | $5,318+40.9% | $4,274+75.3% |
| Admin fee / account holder | $5,131 | $8,039-36.2% | $10,693-52.0% | $7,775-34.0% |