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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 | $235,279 | $77,574+203.3% | $108,753+116.3% | $86,983+170.5% |
| Participation rate | 96.3% | 62.3%+34.0pp | 71.1%+25.2pp | 69.5%+26.8pp |
| Annual return | 21.55% | 18.42%+3.1pp | 37.47%-15.9pp | 25.83%-4.3pp |
| Employer contribution / active EE | $5,909 | $1,611+266.9% | $2,427+143.5% | $2,584+128.6% |
| Participant deferral / active EE | $2,915 | $3,128-6.8% | $4,115-29.1% | $4,194-30.5% |
| Admin fee / account holder | $1,567 | $6,529-76.0% | $10,320-84.8% | $7,856-80.1% |