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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 | $81,457+139.1% | $103,378+88.4% | $80,911+140.7% |
| Participation rate | 91.9% | 66.8%+25.0pp | 74.5%+17.4pp | 67.6%+24.2pp |
| Annual return | 13.86% | 25.58%-11.7pp | 24.91%-11.1pp | 35.63%-21.8pp |
| Employer contribution / active EE | $8,857 | $3,107+185.0% | $3,870+128.8% | $2,756+221.4% |
| Participant deferral / active EE | $8,710 | $3,871+125.0% | $5,058+72.2% | $4,297+102.7% |
| Admin fee / account holder | $30,983 | $6,717+361.3% | $8,401+268.8% | $6,935+346.8% |