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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 | $186,724 | $54,541+242.4% | $78,778+137.0% | $70,126+166.3% |
| Participation rate | 90.0% | 60.8%+29.2pp | 69.2%+20.8pp | 69.5%+20.5pp |
| Annual return | 17.68% | 21.07%-3.4pp | 35.62%-17.9pp | 73.15%-55.5pp |
| Employer contribution / active EE | $8,204 | $1,089+653.7% | $1,986+313.2% | $2,343+250.2% |
| Participant deferral / active EE | $6,416 | $2,210+190.3% | $2,958+116.9% | $3,332+92.6% |
| Admin fee / account holder | $11,706 | $3,709+215.6% | $5,134+128.0% | $4,645+152.0% |