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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 | $241,283 | $76,551+215.2% | $123,894+94.7% | $62,881+283.7% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.1pp | 69.3%+19.2pp |
| Annual return | 11.84% | 18.68%-6.8pp | 47.52%-35.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $14,485 | $4,840+199.3% | $5,984+142.1% | $3,203+352.2% |
| Admin fee / account holder | $9,484 | $4,826+96.5% | $8,357+13.5% | $4,296+120.8% |