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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 | $194,407 | $71,197+173.1% | $93,669+107.5% | $80,925+140.2% |
| Participation rate | 91.0% | 60.4%+30.6pp | 68.7%+22.3pp | 67.7%+23.4pp |
| Annual return | 16.86% | 11.27%+5.6pp | 133.59%-116.7pp | 35.65%-18.8pp |
| Employer contribution / active EE | $6,017 | $1,565+284.5% | $2,424+148.3% | $2,756+118.3% |
| Participant deferral / active EE | $15,127 | $4,036+274.8% | $4,416+242.6% | $4,299+251.9% |
| Admin fee / account holder | $24,291 | $6,959+249.1% | $8,291+193.0% | $6,940+250.0% |