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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 | $248,000 | $57,119+334.2% | $85,187+191.1% | $80,935+206.4% |
| Participation rate | 91.2% | 56.4%+34.8pp | 67.5%+23.7pp | 67.7%+23.6pp |
| Annual return | 13.76% | 21.70%-7.9pp | 66.67%-52.9pp | 35.66%-21.9pp |
| Employer contribution / active EE | $7,586 | $1,802+321.1% | $2,732+177.6% | $2,757+175.2% |
| Participant deferral / active EE | $17,665 | $3,115+467.1% | $4,525+290.4% | $4,299+310.9% |
| Admin fee / account holder | $39,698 | $4,990+695.5% | $6,162+544.2% | $6,924+473.3% |