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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 | $204,537 | $80,983+152.6% | $96,544+111.9% | $75,177+172.1% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+29.0pp |
| Annual return | 14.35% | 27.05%-12.7pp | 25.88%-11.5pp | 160.75%-146.4pp |
| Employer contribution / active EE | $11,773 | $2,282+415.8% | $2,966+296.9% | $2,671+340.8% |
| Participant deferral / active EE | $6,887 | $3,929+75.3% | $4,851+42.0% | $4,126+66.9% |
| Admin fee / account holder | $2,121 | $6,717-68.4% | $8,254-74.3% | $5,651-62.5% |