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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 | $239,698 | $76,551+213.1% | $123,894+93.5% | $62,881+281.2% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 7.09% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,078 | $2,882+6.8% | $4,617-33.3% | $2,281+34.9% |
| Participant deferral / active EE | $10,670 | $4,840+120.5% | $5,984+78.3% | $3,203+233.1% |
| Admin fee / account holder | $33,094 | $4,826+585.8% | $8,357+296.0% | $4,296+670.4% |