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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 | $234,815 | $81,331+188.7% | $155,534+51.0% | $80,935+190.1% |
| Participation rate | 96.3% | 66.3%+30.1pp | 78.2%+18.1pp | 67.7%+28.7pp |
| Annual return | 14.41% | 33.37%-19.0pp | 64.92%-50.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $8,310 | $3,105+167.7% | $4,675+77.8% | $2,757+201.5% |
| Participant deferral / active EE | $6,566 | $3,454+90.1% | $5,630+16.6% | $4,299+52.7% |
| Admin fee / account holder | $7,426 | $7,999-7.2% | $15,900-53.3% | $6,924+7.2% |