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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 | $226,336 | $86,949+160.3% | $102,460+120.9% | $80,959+179.6% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.7%+30.4pp |
| Annual return | 11.33% | 18.89%-7.6pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $11,707 | $2,370+394.0% | $3,025+287.0% | $2,757+324.6% |
| Participant deferral / active EE | $6,762 | $4,121+64.1% | $5,056+33.7% | $4,300+57.2% |
| Admin fee / account holder | $16,234 | $8,048+101.7% | $9,460+71.6% | $6,925+134.4% |