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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 | $187,822 | $89,259+110.4% | $107,187+75.2% | $82,637+127.3% |
| Participation rate | 91.2% | 67.9%+23.2pp | 75.0%+16.2pp | 68.1%+23.1pp |
| Annual return | 16.19% | 21.02%-4.8pp | 204.55%-188.4pp | 53.51%-37.3pp |
| Employer contribution / active EE | $15,527 | $3,080+404.1% | $3,782+310.5% | $2,552+508.4% |
| Participant deferral / active EE | $8,972 | $4,037+122.2% | $5,096+76.1% | $4,126+117.5% |
| Admin fee / account holder | $6,216 | $7,381-15.8% | $9,162-32.2% | $7,339-15.3% |