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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 | $190,133 | $52,580+261.6% | $71,671+165.3% | $70,126+171.1% |
| Participation rate | 90.2% | 60.9%+29.4pp | 68.7%+21.5pp | 69.5%+20.7pp |
| Annual return | 14.71% | 20.25%-5.5pp | 20.65%-5.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $7,093 | $1,616+339.0% | $2,460+188.3% | $2,343+202.8% |
| Participant deferral / active EE | $5,726 | $2,386+140.0% | $3,438+66.6% | $3,332+71.9% |
| Admin fee / account holder | $15,514 | $3,653+324.7% | $5,558+179.1% | $4,645+234.0% |