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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 | $198,749 | $76,551+159.6% | $123,894+60.4% | $62,881+216.1% |
| Participation rate | 98.7% | 73.0%+25.7pp | 81.4%+17.3pp | 69.3%+29.4pp |
| Annual return | 7.13% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,053 | $2,882-28.8% | $4,617-55.5% | $2,281-10.0% |
| Participant deferral / active EE | $11,943 | $4,840+146.8% | $5,984+99.6% | $3,203+272.9% |
| Admin fee / account holder | $19,163 | $4,826+297.1% | $8,357+129.3% | $4,296+346.1% |