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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 | $218,994 | $72,269+203.0% | $101,271+116.2% | $79,852+174.3% |
| Participation rate | 98.2% | 68.5%+29.8pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 13.08% | 22.29%-9.2pp | 46.48%-33.4pp | 31.72%-18.6pp |
| Employer contribution / active EE | $936 | $2,692-65.2% | $3,660-74.4% | $2,471-62.1% |
| Participant deferral / active EE | $6,073 | $3,282+85.1% | $4,371+39.0% | $3,740+62.4% |
| Admin fee / account holder | $16,163 | $4,401+267.3% | $5,948+171.8% | $5,306+204.6% |