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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 | $213,373 | $91,179+134.0% | $178,499+19.5% | $79,852+167.2% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.8pp | 69.6%+20.1pp |
| Annual return | 16.21% | 24.19%-8.0pp | 151.10%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $7,308 | $3,256+124.5% | $5,011+45.8% | $2,471+195.7% |
| Participant deferral / active EE | $6,854 | $3,236+111.8% | $5,202+31.8% | $3,740+83.2% |
| Admin fee / account holder | $4,549 | $6,749-32.6% | $13,986-67.5% | $5,306-14.3% |