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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 | $238,152 | $80,983+194.1% | $96,544+146.7% | $75,177+216.8% |
| Participation rate | 84.8% | 71.8%+13.1pp | 76.0%+8.9pp | 67.2%+17.6pp |
| Annual return | 17.83% | 27.05%-9.2pp | 25.88%-8.0pp | 160.75%-142.9pp |
| Employer contribution / active EE | $12,808 | $2,282+461.1% | $2,966+331.8% | $2,671+379.5% |
| Participant deferral / active EE | $8,658 | $3,929+120.4% | $4,851+78.5% | $4,126+109.8% |
| Admin fee / account holder | $17,716 | $6,717+163.8% | $8,254+114.6% | $5,651+213.5% |