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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 | $205,466 | $54,541+276.7% | $78,778+160.8% | $70,126+193.0% |
| Participation rate | 94.7% | 60.8%+33.9pp | 69.2%+25.5pp | 69.5%+25.2pp |
| Annual return | 16.85% | 21.07%-4.2pp | 35.62%-18.8pp | 73.15%-56.3pp |
| Employer contribution / active EE | $2,632 | $1,089+141.8% | $1,986+32.5% | $2,343+12.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,701 | $3,709+296.4% | $5,134+186.4% | $4,645+216.5% |