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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 | $196,159 | $86,298+127.3% | $111,308+76.2% | $85,847+128.5% |
| Participation rate | 93.2% | 73.3%+19.9pp | 77.3%+15.9pp | 69.3%+23.9pp |
| Annual return | 13.87% | 19.99%-6.1pp | 54.67%-40.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $6,327 | $2,044+209.6% | $2,732+131.6% | $2,565+146.6% |
| Participant deferral / active EE | $7,833 | $3,641+115.1% | $4,487+74.5% | $3,952+98.2% |
| Admin fee / account holder | $3,571 | $8,189-56.4% | $7,965-55.2% | $6,261-43.0% |