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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 | $172,050 | $43,075+299.4% | $74,577+130.7% | $62,881+173.6% |
| Participation rate | 81.8% | 58.1%+23.8pp | 68.1%+13.7pp | 69.3%+12.5pp |
| Annual return | 7.66% | 17.50%-9.8pp | 20.47%-12.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,081 | $1,498+172.5% | $2,525+61.6% | $2,281+78.9% |
| Participant deferral / active EE | $8,516 | $2,389+256.4% | $3,458+146.2% | $3,203+165.9% |
| Admin fee / account holder | $15,054 | $2,840+430.1% | $4,138+263.8% | $4,296+250.4% |