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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 | $229,272 | $84,236+172.2% | $170,435+34.5% | $70,126+226.9% |
| Participation rate | 96.5% | 70.8%+25.7pp | 83.6%+12.9pp | 69.5%+27.0pp |
| Annual return | 17.64% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $6,892 | $3,387+103.5% | $5,432+26.9% | $2,343+194.2% |
| Participant deferral / active EE | $9,220 | $3,086+198.8% | $4,939+86.7% | $3,332+176.7% |
| Admin fee / account holder | $2,201 | $5,698-61.4% | $13,881-84.1% | $4,645-52.6% |