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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 | $211,939 | $73,787+187.2% | $98,716+114.7% | $82,448+157.1% |
| Participation rate | 98.5% | 61.4%+37.1pp | 69.3%+29.2pp | 68.1%+30.5pp |
| Annual return | 14.07% | 18.57%-4.5pp | 31.81%-17.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,701 | $1,511+78.7% | $2,279+18.5% | $2,551+5.9% |
| Participant deferral / active EE | $7,139 | $3,081+131.7% | $4,048+76.4% | $4,139+72.5% |
| Admin fee / account holder | $27,756 | $6,500+327.0% | $8,703+218.9% | $7,234+283.7% |