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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 | $86,940+160.3% | $102,434+121.0% | $80,935+179.7% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.7%+30.5pp |
| Annual return | 11.33% | 18.89%-7.6pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $11,707 | $2,370+394.0% | $3,023+287.2% | $2,757+324.7% |
| Participant deferral / active EE | $6,762 | $4,121+64.1% | $5,055+33.8% | $4,299+57.3% |
| Admin fee / account holder | $16,234 | $8,047+101.7% | $9,462+71.6% | $6,924+134.4% |