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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 | $191,454 | $85,060+125.1% | $70,565+171.3% | $139,487+37.3% |
| Participation rate | 95.8% | 73.9%+21.9pp | 68.4%+27.5pp | 80.3%+15.5pp |
| Annual return | 21.77% | 30.39%-8.6pp | 32.79%-11.0pp | 373.84%-352.1pp |
| Employer contribution / active EE | $7,859 | $3,912+100.9% | $2,976+164.1% | $4,755+65.3% |
| Participant deferral / active EE | $17,263 | $5,891+193.0% | $4,568+277.9% | $6,713+157.2% |
| Admin fee / account holder | $7,571 | $8,932-15.2% | $6,430+17.7% | $11,407-33.6% |