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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 | $217,364 | $56,054+287.8% | $171,082+27.1% | $62,881+245.7% |
| Participation rate | 90.0% | 62.9%+27.1pp | 76.7%+13.3pp | 69.3%+20.7pp |
| Annual return | 6.62% | 22.52%-15.9pp | 32.56%-25.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $11,933 | $1,731+589.4% | $4,002+198.2% | $2,281+423.2% |
| Participant deferral / active EE | $7,790 | $3,158+146.7% | $4,797+62.4% | $3,203+143.2% |
| Admin fee / account holder | $999 | $3,647-72.6% | $8,520-88.3% | $4,296-76.8% |