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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 | $217,309 | $72,486+199.8% | $87,103+149.5% | $72,976+197.8% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | 19.94% | 24.46%-4.5pp | 28.19%-8.2pp | 81.02%-61.1pp |
| Employer contribution / active EE | $21,674 | $1,894+1044.4% | $2,521+759.6% | $2,440+788.3% |
| Participant deferral / active EE | $15,872 | $3,270+385.4% | $4,049+292.0% | $3,608+340.0% |
| Admin fee / account holder | $7,877 | $5,055+55.8% | $7,491+5.1% | $5,124+53.7% |