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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 | $237,000 | $57,065+315.3% | $75,670+213.2% | $70,131+237.9% |
| Participation rate | 93.5% | 68.1%+25.5pp | 72.3%+21.2pp | 69.5%+24.0pp |
| Annual return | 13.28% | 23.57%-10.3pp | 27.34%-14.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,258 | $1,817+24.3% | $2,352-4.0% | $2,342-3.6% |
| Participant deferral / active EE | $9,844 | $2,580+281.6% | $3,142+213.3% | $3,332+195.5% |
| Admin fee / account holder | $7,562 | $3,825+97.7% | $5,800+30.4% | $4,645+62.8% |