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 | $209,063 | $52,580+297.6% | $71,671+191.7% | $70,126+198.1% |
| Participation rate | 94.3% | 60.9%+33.4pp | 68.7%+25.5pp | 69.5%+24.7pp |
| Annual return | 14.47% | 20.25%-5.8pp | 20.65%-6.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $3,389 | $1,616+109.8% | $2,460+37.8% | $2,343+44.7% |
| Participant deferral / active EE | $10,014 | $2,386+319.7% | $3,438+191.3% | $3,332+200.6% |
| Admin fee / account holder | $1,836 | $3,653-49.8% | $5,558-67.0% | $4,646-60.5% |