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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 | $74,535+215.1% | $100,712+133.2% | $82,637+184.2% |
| Participation rate | 97.4% | 61.2%+36.2pp | 69.3%+28.1pp | 68.1%+29.3pp |
| Annual return | 16.43% | 18.92%-2.5pp | 33.27%-16.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $7,671 | $1,503+410.5% | $2,313+231.7% | $2,552+200.6% |
| Participant deferral / active EE | $9,567 | $3,074+211.2% | $4,085+134.2% | $4,126+131.9% |
| Admin fee / account holder | $43,581 | $6,576+562.8% | $9,256+370.8% | $7,339+493.8% |