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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 | $182,823 | $75,541+142.0% | $152,093+20.2% | $82,637+121.2% |
| Participation rate | 91.4% | 66.5%+24.9pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 19.55% | 32.56%-13.0pp | 66.36%-46.8pp | 53.51%-34.0pp |
| Employer contribution / active EE | $7,840 | $2,622+199.0% | $4,175+87.8% | $2,552+207.2% |
| Participant deferral / active EE | $12,737 | $3,206+297.3% | $5,451+133.6% | $4,126+208.7% |
| Admin fee / account holder | $476 | $6,405-92.6% | $14,497-96.7% | $7,339-93.5% |