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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 | $206,498 | $76,551+169.8% | $123,894+66.7% | $62,881+228.4% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 10.01% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $4,544 | $2,882+57.7% | $4,617-1.6% | $2,281+99.2% |
| Participant deferral / active EE | $5,603 | $4,840+15.8% | $5,984-6.4% | $3,203+74.9% |
| Admin fee / account holder | $22,059 | $4,826+357.1% | $8,357+164.0% | $4,296+413.5% |