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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 | $95,404+149.5% | $113,397+109.9% | $82,637+188.0% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.5%+17.4pp | 68.1%+25.8pp |
| Annual return | 14.33% | 19.08%-4.7pp | 23.20%-8.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $8,056 | $2,307+249.3% | $2,977+170.6% | $2,552+215.7% |
| Participant deferral / active EE | $7,567 | $4,220+79.3% | $5,076+49.1% | $4,126+83.4% |
| Admin fee / account holder | $24,660 | $9,168+169.0% | $11,957+106.2% | $7,339+236.0% |