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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 | $234,280 | $69,977+234.8% | $108,582+115.8% | $62,881+272.6% |
| Participation rate | 80.0% | 72.9%+7.1pp | 79.6%+0.4pp | 69.3%+10.7pp |
| Annual return | 8.01% | 10.73%-2.7pp | -51.70%+59.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $6,526 | $2,135+205.7% | $3,758+73.6% | $2,281+186.1% |
| Participant deferral / active EE | $9,236 | $3,165+191.8% | $4,311+114.2% | $3,203+188.3% |
| Admin fee / account holder | $48,384 | $5,076+853.1% | $7,645+532.9% | $4,296+1026.3% |