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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 | $206,183 | $81,276+153.7% | $155,574+32.5% | $80,925+154.8% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.7%+26.5pp |
| Annual return | 14.01% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $5,461 | $3,103+76.0% | $4,676+16.8% | $2,756+98.1% |
| Participant deferral / active EE | $6,076 | $3,453+76.0% | $5,629+7.9% | $4,299+41.3% |
| Admin fee / account holder | $4,991 | $7,993-37.6% | $15,914-68.6% | $6,940-28.1% |