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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 | $242,971 | $81,358+198.6% | $155,556+56.2% | $80,959+200.1% |
| Participation rate | 95.3% | 66.3%+29.0pp | 78.2%+17.1pp | 67.7%+27.6pp |
| Annual return | 12.35% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $11,315 | $3,106+264.3% | $4,675+142.0% | $2,757+310.4% |
| Participant deferral / active EE | $7,305 | $3,455+111.4% | $5,631+29.7% | $4,300+69.9% |
| Admin fee / account holder | $5,372 | $7,994-32.8% | $15,885-66.2% | $6,925-22.4% |