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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 | $243,992 | $91,198+167.5% | $178,503+36.7% | $79,856+205.5% |
| Participation rate | 82.3% | 69.2%+13.1pp | 81.9%+0.3pp | 69.6%+12.6pp |
| Annual return | 10.28% | 24.20%-13.9pp | 151.12%-140.8pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,604 | $3,257+10.7% | $5,011-28.1% | $2,471+45.8% |
| Participant deferral / active EE | $6,660 | $3,237+105.8% | $5,202+28.0% | $3,741+78.0% |
| Admin fee / account holder | $15,044 | $6,748+122.9% | $13,987+7.6% | $5,306+183.5% |