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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 | $214,274 | $39,132+447.6% | $57,196+274.6% | $62,881+240.8% |
| Participation rate | 80.5% | 70.5%+10.0pp | 75.3%+5.2pp | 69.3%+11.2pp |
| Annual return | 6.67% | 9.24%-2.6pp | 14.59%-7.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $8,744 | $1,874+366.6% | $2,683+225.9% | $2,281+283.4% |
| Participant deferral / active EE | $6,217 | $2,374+161.9% | $3,096+100.8% | $3,203+94.1% |
| Admin fee / account holder | $15,438 | $2,594+495.1% | $3,141+391.6% | $4,296+259.4% |