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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 | $182,128 | $84,236+116.2% | $170,435+6.9% | $70,126+159.7% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 13.33% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $15,917 | $3,387+369.9% | $5,432+193.0% | $2,343+579.5% |
| Participant deferral / active EE | $5,529 | $3,086+79.2% | $4,939+11.9% | $3,332+65.9% |
| Admin fee / account holder | $5,089 | $5,698-10.7% | $13,881-63.3% | $4,645+9.5% |