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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 | $211,506 | $76,551+176.3% | $123,894+70.7% | $62,881+236.4% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 6.78% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $14,590 | $2,882+406.2% | $4,617+216.0% | $2,281+539.7% |
| Participant deferral / active EE | $5,316 | $4,840+9.8% | $5,984-11.2% | $3,203+66.0% |
| Admin fee / account holder | $6,715 | $4,826+39.1% | $8,357-19.6% | $4,296+56.3% |