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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 | $218,152 | $72,269+201.9% | $101,271+115.4% | $79,852+173.2% |
| Participation rate | 75.8% | 68.5%+7.3pp | 75.8%0pp | 69.6%+6.1pp |
| Annual return | 23.30% | 22.29%+1.0pp | 46.48%-23.2pp | 31.72%-8.4pp |
| Employer contribution / active EE | $10,658 | $2,692+295.9% | $3,660+191.2% | $2,471+331.3% |
| Participant deferral / active EE | $3,250 | $3,282-0.9% | $4,371-25.6% | $3,740-13.1% |
| Admin fee / account holder | $486 | $4,401-89.0% | $5,948-91.8% | $5,306-90.8% |