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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 | $220,205 | $77,472+184.2% | $100,392+119.3% | $80,935+172.1% |
| Participation rate | 90.5% | 76.9%+13.5pp | 81.5%+9.0pp | 67.7%+22.8pp |
| Annual return | 14.91% | 37.26%-22.3pp | 49.45%-34.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,562 | $6,818+54.9% | $8,090+30.6% | $4,299+145.7% |
| Admin fee / account holder | $15,772 | $5,885+168.0% | $7,904+99.5% | $6,924+127.8% |