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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 | $248,164 | $95,404+160.1% | $113,397+118.8% | $82,637+200.3% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.5%+20.1pp | 68.1%+28.6pp |
| Annual return | 15.24% | 19.08%-3.8pp | 23.20%-8.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $7,671 | $2,307+232.6% | $2,977+157.7% | $2,552+200.6% |
| Participant deferral / active EE | $10,078 | $4,220+138.8% | $5,076+98.5% | $4,126+144.2% |
| Admin fee / account holder | $32,313 | $9,168+252.5% | $11,957+170.3% | $7,339+340.3% |