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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 | $196,988 | $95,415+106.5% | $185,851+6.0% | $85,851+129.5% |
| Participation rate | 98.3% | 68.8%+29.5pp | 81.7%+16.6pp | 69.3%+29.0pp |
| Annual return | 12.74% | 23.59%-10.8pp | 122.11%-109.4pp | 318.63%-305.9pp |
| Employer contribution / active EE | $7,449 | $3,314+124.8% | $5,168+44.1% | $2,565+190.4% |
| Participant deferral / active EE | $5,308 | $3,424+55.0% | $5,569-4.7% | $3,952+34.3% |
| Admin fee / account holder | $8,208 | $7,215+13.8% | $16,245-49.5% | $6,261+31.1% |