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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 | $192,977 | $54,763+252.4% | $90,324+113.6% | $72,976+164.4% |
| Participation rate | 97.4% | 65.2%+32.3pp | 73.3%+24.2pp | 69.5%+27.9pp |
| Annual return | 17.11% | 30.63%-13.5pp | 78.15%-61.0pp | 81.02%-63.9pp |
| Employer contribution / active EE | $3,813 | $2,093+82.1% | $2,856+33.5% | $2,440+56.2% |
| Participant deferral / active EE | $1,847 | $2,887-36.0% | $3,885-52.5% | $3,608-48.8% |
| Admin fee / account holder | $10,459 | $3,973+163.2% | $5,356+95.3% | $5,124+104.1% |