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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 | $249,815 | $56,054+345.7% | $171,082+46.0% | $62,881+297.3% |
| Participation rate | 93.8% | 62.9%+31.0pp | 76.7%+17.1pp | 69.3%+24.5pp |
| Annual return | 8.06% | 22.52%-14.5pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $8,592 | $1,731+396.4% | $4,002+114.7% | $2,281+276.7% |
| Participant deferral / active EE | $14,557 | $3,158+361.0% | $4,797+203.4% | $3,203+354.5% |
| Admin fee / account holder | $5,080 | $3,647+39.3% | $8,520-40.4% | $4,296+18.3% |