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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 | $207,041 | $98,776+109.6% | $149,745+38.3% | $79,856+159.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 13.16% | 27.38%-14.2pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $8,688 | $3,217+170.0% | $4,646+87.0% | $2,471+251.6% |
| Participant deferral / active EE | $7,914 | $5,681+39.3% | $6,843+15.7% | $3,741+111.6% |
| Admin fee / account holder | $5,964 | $6,053-1.5% | $9,312-35.9% | $5,306+12.4% |