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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 | $214,913 | $87,037+146.9% | $106,201+102.4% | $80,874+165.7% |
| Participation rate | 88.4% | 70.4%+17.9pp | 75.3%+13.1pp | 67.6%+20.7pp |
| Annual return | 15.19% | 17.05%-1.9pp | 116.26%-101.1pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,977 | $2,396-17.5% | $3,170-37.6% | $2,756-28.3% |
| Participant deferral / active EE | $4,844 | $3,986+21.5% | $5,012-3.4% | $4,297+12.7% |
| Admin fee / account holder | $18,351 | $8,434+117.6% | $11,039+66.2% | $6,935+164.6% |