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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 | $188,426 | $61,660+205.6% | $80,022+135.5% | $64,173+193.6% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 13.60% | -0.33%+13.9pp | 11.22%+2.4pp | 7.63%+6.0pp |
| Employer contribution / active EE | $10,020 | $1,810+453.5% | $2,468+306.0% | $2,381+320.9% |
| Participant deferral / active EE | $8,575 | $2,968+188.9% | $3,686+132.6% | $3,470+147.1% |
| Admin fee / account holder | $4,928 | $5,417-9.0% | $6,521-24.4% | $4,887+0.8% |