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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 | $189,341 | $81,233+133.1% | $155,567+21.7% | $80,874+134.1% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 10.90% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $6,108 | $3,101+97.0% | $4,674+30.7% | $2,756+121.6% |
| Participant deferral / active EE | $5,781 | $3,452+67.5% | $5,628+2.7% | $4,297+34.5% |
| Admin fee / account holder | $1,935 | $7,998-75.8% | $15,916-87.8% | $6,935-72.1% |