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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 | $234,866 | $57,065+311.6% | $75,670+210.4% | $70,131+234.9% |
| Participation rate | 98.4% | 68.1%+30.3pp | 72.3%+26.1pp | 69.5%+28.9pp |
| Annual return | 19.35% | 23.57%-4.2pp | 27.34%-8.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $6,568 | $1,817+261.6% | $2,352+179.3% | $2,342+180.4% |
| Participant deferral / active EE | $5,587 | $2,580+116.6% | $3,142+77.8% | $3,332+67.7% |
| Admin fee / account holder | $1,820 | $3,825-52.4% | $5,800-68.6% | $4,645-60.8% |