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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 | $237,990 | $97,550+144.0% | $120,344+97.8% | $87,485+172.0% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.7%+17.2pp | 68.9%+24.9pp |
| Annual return | 14.33% | 18.41%-4.1pp | 20.30%-6.0pp | 26.06%-11.7pp |
| Employer contribution / active EE | $8,056 | $2,291+251.7% | $3,020+166.7% | $2,596+210.3% |
| Participant deferral / active EE | $7,567 | $4,230+78.9% | $5,135+47.4% | $4,274+77.1% |
| Admin fee / account holder | $24,660 | $9,543+158.4% | $12,742+93.5% | $7,775+217.2% |