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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 | $212,597 | $91,559+132.2% | $133,959+58.7% | $79,858+166.2% |
| Participation rate | 99.0% | 73.3%+25.6pp | 79.8%+19.1pp | 69.6%+29.3pp |
| Annual return | 13.80% | 61.85%-48.0pp | 45.09%-31.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $4,712 | $2,384+97.7% | $3,919+20.2% | $2,471+90.7% |
| Participant deferral / active EE | $8,232 | $3,734+120.5% | $5,047+63.1% | $3,740+120.1% |
| Admin fee / account holder | $5,582 | $6,321-11.7% | $8,928-37.5% | $5,306+5.2% |