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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 | $218,075 | $60,349+261.4% | $74,184+194.0% | $62,881+246.8% |
| Participation rate | 95.3% | 72.7%+22.6pp | 76.6%+18.7pp | 69.3%+26.0pp |
| Annual return | 6.02% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,295 | $1,680+96.1% | $2,370+39.0% | $2,281+44.5% |
| Participant deferral / active EE | $7,976 | $2,856+179.2% | $3,550+124.7% | $3,203+149.0% |
| Admin fee / account holder | $18,557 | $4,261+335.5% | $5,586+232.2% | $4,296+332.0% |