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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 | $230,774 | $41,016+462.6% | $152,093+51.7% | $64,097+260.0% |
| Participation rate | 77.3% | 51.3%+26.0pp | 77.8%-0.4pp | 55.2%+22.2pp |
| Annual return | 16.35% | 39.60%-23.2pp | 66.36%-50.0pp | 34.64%-18.3pp |
| Employer contribution / active EE | $6,277 | $1,342+367.6% | $4,175+50.4% | $1,891+231.8% |
| Participant deferral / active EE | $6,100 | $1,927+216.5% | $5,451+11.9% | $3,080+98.0% |
| Admin fee / account holder | $27,630 | $2,305+1098.6% | $14,497+90.6% | $3,454+699.8% |