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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 | $244,476 | $76,551+219.4% | $123,894+97.3% | $62,881+288.8% |
| Participation rate | 94.1% | 73.0%+21.1pp | 81.4%+12.7pp | 69.3%+24.8pp |
| Annual return | 6.29% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,878 | $2,882+138.6% | $4,617+49.0% | $2,281+201.5% |
| Participant deferral / active EE | $10,542 | $4,840+117.8% | $5,984+76.2% | $3,203+229.1% |
| Admin fee / account holder | $48,730 | $4,826+909.8% | $8,357+483.1% | $4,296+1034.4% |