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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 | $211,620 | $76,407+177.0% | $150,298+40.8% | $82,448+156.7% |
| Participation rate | 88.5% | 66.4%+22.1pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 15.28% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $19,279 | $2,614+637.5% | $4,154+364.1% | $2,551+655.8% |
| Participant deferral / active EE | $20,606 | $3,214+541.1% | $5,453+277.9% | $4,139+397.8% |
| Admin fee / account holder | $3,398 | $6,352-46.5% | $14,116-75.9% | $7,234-53.0% |