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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 | $207,587 | $80,983+156.3% | $96,544+115.0% | $75,177+176.1% |
| Participation rate | 97.0% | 71.8%+25.2pp | 76.0%+21.0pp | 67.2%+29.8pp |
| Annual return | 17.26% | 27.05%-9.8pp | 25.88%-8.6pp | 160.75%-143.5pp |
| Employer contribution / active EE | $6,783 | $2,282+197.2% | $2,966+128.6% | $2,671+153.9% |
| Participant deferral / active EE | $10,030 | $3,929+155.3% | $4,851+106.7% | $4,126+143.1% |
| Admin fee / account holder | $1,160 | $6,717-82.7% | $8,254-85.9% | $5,651-79.5% |