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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 | $211,158 | $57,590+266.7% | $86,233+144.9% | $82,448+156.1% |
| Participation rate | 97.7% | 57.9%+39.9pp | 69.0%+28.7pp | 68.1%+29.7pp |
| Annual return | 19.94% | 22.41%-2.5pp | 61.39%-41.4pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,865 | $1,655+133.5% | $2,504+54.3% | $2,551+51.5% |
| Participant deferral / active EE | $10,926 | $3,080+254.8% | $4,559+139.7% | $4,139+164.0% |
| Admin fee / account holder | $29,092 | $4,730+515.0% | $8,342+248.7% | $7,234+302.1% |