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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 | $174,670 | $43,075+305.5% | $74,577+134.2% | $62,881+177.8% |
| Participation rate | 84.6% | 58.1%+26.6pp | 68.1%+16.5pp | 69.3%+15.3pp |
| Annual return | 6.19% | 17.50%-11.3pp | 20.47%-14.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,909 | $1,498+361.3% | $2,525+173.6% | $2,281+202.9% |
| Participant deferral / active EE | $7,035 | $2,389+194.4% | $3,458+103.4% | $3,203+119.7% |
| Admin fee / account holder | $23,160 | $2,840+715.5% | $4,138+459.7% | $4,296+439.1% |