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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 | $194,789 | $81,504+139.0% | $102,437+90.2% | $80,959+140.6% |
| Participation rate | 91.9% | 66.9%+25.0pp | 74.5%+17.4pp | 67.7%+24.2pp |
| Annual return | 13.86% | 25.60%-11.7pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $8,857 | $3,104+185.4% | $3,871+128.8% | $2,757+221.2% |
| Participant deferral / active EE | $8,710 | $3,871+125.0% | $5,060+72.1% | $4,300+102.6% |
| Admin fee / account holder | $30,983 | $6,719+361.1% | $8,388+269.4% | $6,925+347.4% |