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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 | $205,256 | $76,551+168.1% | $123,894+65.7% | $62,881+226.4% |
| Participation rate | 94.0% | 73.0%+21.1pp | 81.4%+12.6pp | 69.3%+24.7pp |
| Annual return | 7.68% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $15,597 | $2,882+441.1% | $4,617+237.8% | $2,281+583.8% |
| Participant deferral / active EE | $5,231 | $4,840+8.1% | $5,984-12.6% | $3,203+63.3% |
| Admin fee / account holder | $34,507 | $4,826+615.1% | $8,357+312.9% | $4,296+703.3% |