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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 | $195,029 | $81,233+140.1% | $155,567+25.4% | $80,874+141.2% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 23.34% | 33.33%-10.0pp | 64.74%-41.4pp | 35.62%-12.3pp |
| Employer contribution / active EE | $6,962 | $3,101+124.5% | $4,674+48.9% | $2,756+152.6% |
| Participant deferral / active EE | $5,249 | $3,452+52.0% | $5,628-6.7% | $4,297+22.1% |
| Admin fee / account holder | $7,586 | $7,998-5.1% | $15,916-52.3% | $6,935+9.4% |