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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 | $208,220 | $77,814+167.6% | $158,223+31.6% | $86,983+139.4% |
| Participation rate | 96.6% | 68.4%+28.1pp | 79.2%+17.4pp | 69.5%+27.0pp |
| Annual return | 14.46% | 30.54%-16.1pp | 52.09%-37.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $8,840 | $2,592+241.0% | $4,109+115.2% | $2,584+242.1% |
| Participant deferral / active EE | $7,354 | $3,270+124.9% | $5,467+34.5% | $4,194+75.4% |
| Admin fee / account holder | $8,914 | $5,879+51.6% | $16,047-44.5% | $7,856+13.5% |