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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 | $78,690+167.3% | $161,489+30.2% | $87,485+140.4% |
| Participation rate | 97.4% | 67.5%+30.0pp | 78.7%+18.7pp | 68.9%+28.5pp |
| Annual return | 17.44% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $7,547 | $2,588+191.6% | $4,268+76.8% | $2,596+190.7% |
| Participant deferral / active EE | $7,493 | $3,311+126.3% | $5,630+33.1% | $4,274+75.3% |
| Admin fee / account holder | $2,643 | $6,724-60.7% | $16,006-83.5% | $7,775-66.0% |