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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 | $197,074 | $77,901+153.0% | $149,717+31.6% | $75,181+162.1% |
| Participation rate | 96.4% | 65.6%+30.8pp | 78.8%+17.7pp | 67.2%+29.2pp |
| Annual return | 17.71% | 31.73%-14.0pp | 134.41%-116.7pp | 160.69%-143.0pp |
| Employer contribution / active EE | $11,306 | $3,137+260.4% | $4,820+134.6% | $2,671+323.4% |
| Participant deferral / active EE | $6,598 | $3,411+93.4% | $5,682+16.1% | $4,126+59.9% |
| Admin fee / account holder | $1,875 | $5,949-68.5% | $13,213-85.8% | $5,650-66.8% |