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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 | $142,972+36.6% | $214,702-9.0% | $86,983+124.6% |
| Participation rate | 96.0% | 84.9%+11.1pp | 87.5%+8.5pp | 69.5%+26.5pp |
| Annual return | 17.89% | 18.49%-0.6pp | 54.55%-36.7pp | 25.83%-7.9pp |
| Employer contribution / active EE | $13,487 | $4,635+191.0% | $6,461+108.7% | $2,584+421.8% |
| Participant deferral / active EE | $17,584 | $6,568+167.7% | $9,147+92.3% | $4,194+319.3% |
| Admin fee / account holder | $1,813 | $17,617-89.7% | $19,830-90.9% | $7,856-76.9% |