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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 | $195,542 | $96,268+103.1% | $143,412+36.3% | $86,983+124.8% |
| Participation rate | 90.6% | 74.6%+16.0pp | 78.5%+12.2pp | 69.5%+21.1pp |
| Annual return | 17.59% | 25.47%-7.9pp | 256.99%-239.4pp | 25.83%-8.2pp |
| Employer contribution / active EE | $8,745 | $3,080+183.9% | $3,748+133.3% | $2,584+238.4% |
| Participant deferral / active EE | $18,194 | $6,001+203.2% | $6,816+167.0% | $4,194+333.8% |
| Admin fee / account holder | $4,637 | $7,778-40.4% | $11,396-59.3% | $7,856-41.0% |