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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 | $240,511 | $65,041+269.8% | $90,965+164.4% | $79,858+201.2% |
| Participation rate | 82.4% | 61.6%+20.7pp | 69.0%+13.3pp | 69.6%+12.7pp |
| Annual return | 20.00% | 30.45%-10.4pp | 134.57%-114.6pp | 31.72%-11.7pp |
| Employer contribution / active EE | $2,556 | $1,247+104.9% | $2,122+20.4% | $2,471+3.4% |
| Participant deferral / active EE | $11,227 | $2,512+347.0% | $3,373+232.8% | $3,740+200.2% |
| Admin fee / account holder | $12,974 | $4,536+186.0% | $5,960+117.7% | $5,306+144.5% |