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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 | $234,831 | $73,787+218.3% | $98,716+137.9% | $82,448+184.8% |
| Participation rate | 97.4% | 61.4%+36.0pp | 69.3%+28.1pp | 68.1%+29.3pp |
| Annual return | 16.43% | 18.57%-2.1pp | 31.81%-15.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $7,671 | $1,511+407.6% | $2,279+236.7% | $2,551+200.7% |
| Participant deferral / active EE | $9,567 | $3,081+210.5% | $4,048+136.4% | $4,139+131.1% |
| Admin fee / account holder | $43,581 | $6,500+570.5% | $8,703+400.8% | $7,234+502.4% |