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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 | $234,764 | $72,071+225.7% | $68,368+243.4% | $137,256+71.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 17.07% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,381 | $2,788+57.1% | $2,649+65.4% | $4,156+5.4% |
| Participant deferral / active EE | $10,109 | $4,410+129.2% | $4,123+145.2% | $6,407+57.8% |
| Admin fee / account holder | $2,363 | $5,336-55.7% | $5,150-54.1% | $12,270-80.7% |