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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 | $245,377 | $93,055+163.7% | $153,643+59.7% | $80,935+203.2% |
| Participation rate | 97.4% | 69.0%+28.4pp | 77.1%+20.3pp | 67.7%+29.7pp |
| Annual return | 12.28% | 19.97%-7.7pp | 15.71%-3.4pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,492 | $3,504-57.4% | $5,039-70.4% | $2,757-45.9% |
| Participant deferral / active EE | $12,731 | $5,172+146.1% | $6,754+88.5% | $4,299+196.1% |
| Admin fee / account holder | $21,433 | $8,881+141.3% | $12,739+68.2% | $6,924+209.5% |