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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 | $222,568 | $81,276+173.8% | $155,574+43.1% | $80,925+175.0% |
| Participation rate | 98.1% | 66.2%+31.8pp | 78.2%+19.9pp | 67.7%+30.4pp |
| Annual return | 12.75% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $8,654 | $3,103+178.9% | $4,676+85.1% | $2,756+214.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,401 | $7,993+80.2% | $15,914-9.5% | $6,940+107.5% |