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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 | $81,233+199.1% | $155,567+56.2% | $80,874+200.4% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.1pp | 67.6%+27.7pp |
| Annual return | 12.35% | 33.33%-21.0pp | 64.74%-52.4pp | 35.62%-23.3pp |
| Employer contribution / active EE | $11,315 | $3,101+264.9% | $4,674+142.1% | $2,756+310.6% |
| Participant deferral / active EE | $7,305 | $3,452+111.6% | $5,628+29.8% | $4,297+70.0% |
| Admin fee / account holder | $5,372 | $7,998-32.8% | $15,916-66.2% | $6,935-22.5% |