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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 | $210,322 | $76,407+175.3% | $150,298+39.9% | $82,448+155.1% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.7pp | 68.1%+29.4pp |
| Annual return | 17.44% | 39.99%-22.6pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $7,547 | $2,614+188.7% | $4,154+81.7% | $2,551+195.8% |
| Participant deferral / active EE | $7,493 | $3,214+133.1% | $5,453+37.4% | $4,139+81.0% |
| Admin fee / account holder | $2,643 | $6,352-58.4% | $14,116-81.3% | $7,234-63.5% |