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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 | $233,925 | $72,273+223.7% | $101,275+131.0% | $79,856+192.9% |
| Participation rate | 76.9% | 68.5%+8.5pp | 75.8%+1.1pp | 69.6%+7.3pp |
| Annual return | 14.23% | 22.30%-8.1pp | 46.48%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $9,619 | $2,691+257.4% | $3,660+162.8% | $2,471+289.2% |
| Participant deferral / active EE | $6,453 | $3,282+96.6% | $4,371+47.6% | $3,741+72.5% |
| Admin fee / account holder | $2,804 | $4,401-36.3% | $5,948-52.9% | $5,306-47.2% |