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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 | $188,240 | $91,179+106.5% | $178,499+5.5% | $79,852+135.7% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 12.25% | 24.19%-11.9pp | 151.10%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $7,849 | $3,256+141.1% | $5,011+56.6% | $2,471+217.6% |
| Participant deferral / active EE | $4,206 | $3,236+30.0% | $5,202-19.1% | $3,740+12.5% |
| Admin fee / account holder | $1,567 | $6,749-76.8% | $13,986-88.8% | $5,306-70.5% |