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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 | $208,673 | $55,684+274.7% | $75,900+174.9% | $72,976+185.9% |
| Participation rate | 97.1% | 61.1%+35.9pp | 69.3%+27.8pp | 69.5%+27.6pp |
| Annual return | 19.38% | 27.60%-8.2pp | 30.73%-11.4pp | 81.02%-61.6pp |
| Employer contribution / active EE | $8,191 | $1,687+385.6% | $2,501+227.5% | $2,440+235.7% |
| Participant deferral / active EE | $6,281 | $2,634+138.4% | $3,604+74.3% | $3,608+74.1% |
| Admin fee / account holder | $315 | $3,981-92.1% | $5,421-94.2% | $5,124-93.9% |