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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 | $216,218 | $101,950+112.1% | $125,529+72.2% | $86,983+148.6% |
| Participation rate | 96.2% | 70.2%+26.0pp | 74.7%+21.4pp | 69.5%+26.6pp |
| Annual return | 13.43% | 18.29%-4.9pp | 202.56%-189.1pp | 25.83%-12.4pp |
| Employer contribution / active EE | $6,539 | $2,358+177.3% | $3,058+113.9% | $2,584+153.0% |
| Participant deferral / active EE | $4,469 | $3,862+15.7% | $4,813-7.1% | $4,194+6.6% |
| Admin fee / account holder | $6,041 | $12,791-52.8% | $16,298-62.9% | $7,856-23.1% |