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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 | $217,579 | $52,580+313.8% | $71,671+203.6% | $70,126+210.3% |
| Participation rate | 90.6% | 60.9%+29.7pp | 68.7%+21.9pp | 69.5%+21.1pp |
| Annual return | 13.15% | 20.25%-7.1pp | 20.65%-7.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $5,945 | $1,616+267.9% | $2,460+141.7% | $2,343+153.8% |
| Participant deferral / active EE | $8,537 | $2,386+257.8% | $3,438+148.3% | $3,332+156.2% |
| Admin fee / account holder | $7,425 | $3,653+103.3% | $5,558+33.6% | $4,645+59.8% |