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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 | $195,362 | $143,969+35.7% | $199,883-2.3% | $82,637+136.4% |
| Participation rate | 96.0% | 84.1%+11.9pp | 86.8%+9.2pp | 68.1%+27.9pp |
| Annual return | 17.89% | 25.67%-7.8pp | 43.81%-25.9pp | 53.51%-35.6pp |
| Employer contribution / active EE | $13,487 | $4,632+191.1% | $6,261+115.4% | $2,552+428.4% |
| Participant deferral / active EE | $17,584 | $6,937+153.5% | $9,138+92.4% | $4,126+326.2% |
| Admin fee / account holder | $1,813 | $14,597-87.6% | $17,268-89.5% | $7,339-75.3% |