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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 | $219,887 | $80,983+171.5% | $96,544+127.8% | $75,177+192.5% |
| Participation rate | 87.9% | 71.8%+16.1pp | 76.0%+11.9pp | 67.2%+20.7pp |
| Annual return | 13.31% | 27.05%-13.7pp | 25.88%-12.6pp | 160.75%-147.4pp |
| Employer contribution / active EE | $4,719 | $2,282+106.7% | $2,966+59.1% | $2,671+76.7% |
| Participant deferral / active EE | $8,304 | $3,929+111.4% | $4,851+71.2% | $4,126+101.2% |
| Admin fee / account holder | $37,580 | $6,717+459.5% | $8,254+355.3% | $5,651+565.0% |