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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 | $196,426 | $106,524+84.4% | $152,301+29.0% | $87,485+124.5% |
| Participation rate | 97.6% | 75.8%+21.9pp | 82.4%+15.2pp | 68.9%+28.7pp |
| Annual return | 16.26% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $7,056 | $3,371+109.3% | $4,624+52.6% | $2,596+171.8% |
| Participant deferral / active EE | $16,278 | $6,525+149.5% | $8,004+103.4% | $4,274+280.9% |
| Admin fee / account holder | $3,857 | $8,287-53.5% | $14,398-73.2% | $7,775-50.4% |