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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 | $247,603 | $43,075+474.8% | $74,577+232.0% | $62,881+293.8% |
| Participation rate | 93.1% | 58.1%+35.1pp | 68.1%+25.0pp | 69.3%+23.8pp |
| Annual return | 6.62% | 17.50%-10.9pp | 20.47%-13.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $10,728 | $1,498+616.3% | $2,525+324.8% | $2,281+370.3% |
| Participant deferral / active EE | $6,791 | $2,389+184.2% | $3,458+96.4% | $3,203+112.0% |
| Admin fee / account holder | $33,656 | $2,840+1085.1% | $4,138+713.3% | $4,296+683.5% |