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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 | $227,355 | $60,349+276.7% | $74,184+206.5% | $62,881+261.6% |
| Participation rate | 87.2% | 72.7%+14.5pp | 76.6%+10.6pp | 69.3%+17.9pp |
| Annual return | 8.02% | 21.38%-13.4pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $7,693 | $1,680+357.8% | $2,370+224.6% | $2,281+237.3% |
| Participant deferral / active EE | $5,693 | $2,856+99.3% | $3,550+60.4% | $3,203+77.8% |
| Admin fee / account holder | $17,475 | $4,261+310.1% | $5,586+212.8% | $4,296+306.8% |