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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 | $214,462 | $51,207+318.8% | $70,565+203.9% | $75,177+185.3% |
| Participation rate | 84.4% | 61.0%+23.4pp | 68.4%+16.0pp | 67.2%+17.2pp |
| Annual return | 14.00% | 30.05%-16.1pp | 32.79%-18.8pp | 160.75%-146.8pp |
| Employer contribution / active EE | $9,988 | $1,826+446.9% | $2,976+235.7% | $2,671+273.9% |
| Participant deferral / active EE | $5,587 | $2,850+96.0% | $4,568+22.3% | $4,126+35.4% |
| Admin fee / account holder | $32,625 | $4,097+696.2% | $6,430+407.4% | $5,651+477.3% |