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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 | $210,827 | $58,627+259.6% | $76,735+174.7% | $82,448+155.7% |
| Participation rate | 97.9% | 63.2%+34.7pp | 69.5%+28.4pp | 68.1%+29.8pp |
| Annual return | 15.96% | 39.10%-23.1pp | 29.77%-13.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,292 | $1,729+90.4% | $2,454+34.1% | $2,551+29.1% |
| Participant deferral / active EE | $9,496 | $3,134+203.1% | $4,088+132.3% | $4,139+129.4% |
| Admin fee / account holder | $2,967 | $5,323-44.3% | $7,189-58.7% | $7,234-59.0% |