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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 | $144,874 | $48,364+199.5% | $71,796+101.8% | $62,881+130.4% |
| Participation rate | 92.4% | 60.6%+31.8pp | 69.1%+23.3pp | 69.3%+23.1pp |
| Annual return | 8.14% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,445 | $1,042+230.7% | $1,924+79.0% | $2,281+51.0% |
| Participant deferral / active EE | $4,520 | $2,091+116.1% | $2,794+61.8% | $3,203+41.1% |
| Admin fee / account holder | $11,782 | $3,771+212.4% | $4,815+144.7% | $4,296+174.3% |