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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 | $208,556 | $78,690+165.0% | $161,489+29.1% | $87,485+138.4% |
| Participation rate | 97.5% | 67.5%+30.0pp | 78.7%+18.8pp | 68.9%+28.6pp |
| Annual return | 16.04% | 32.74%-16.7pp | 89.72%-73.7pp | 26.06%-10.0pp |
| Employer contribution / active EE | $7,076 | $2,588+173.4% | $4,268+65.8% | $2,596+172.6% |
| Participant deferral / active EE | $6,688 | $3,311+102.0% | $5,630+18.8% | $4,274+56.5% |
| Admin fee / account holder | $1,053 | $6,724-84.3% | $16,006-93.4% | $7,775-86.5% |