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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 | $240,585 | $146,267+64.5% | $197,124+22.0% | $82,448+191.8% |
| Participation rate | 93.1% | 84.0%+9.1pp | 86.7%+6.4pp | 68.1%+25.0pp |
| Annual return | 15.57% | 29.61%-14.0pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $10,540 | $4,723+123.2% | $6,227+69.3% | $2,551+313.2% |
| Participant deferral / active EE | $28,559 | $7,035+306.0% | $9,135+212.6% | $4,139+590.0% |
| Admin fee / account holder | $98,594 | $14,422+583.6% | $16,298+504.9% | $7,234+1262.9% |