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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 | $241,755 | $106,524+126.9% | $152,301+58.7% | $87,485+176.3% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.4%+14.1pp | 68.9%+27.6pp |
| Annual return | 18.73% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.3pp |
| Employer contribution / active EE | $13,022 | $3,371+286.3% | $4,624+181.6% | $2,596+401.6% |
| Participant deferral / active EE | $10,952 | $6,525+67.9% | $8,004+36.8% | $4,274+156.3% |
| Admin fee / account holder | $2,757 | $8,287-66.7% | $14,398-80.9% | $7,775-64.5% |