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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 | $200,840 | $116,462+72.5% | $455,481-55.9% | $116,462+72.5% |
| Participation rate | 84.8% | 74.7%+10.2pp | 71.0%+13.8pp | 74.7%+10.2pp |
| Annual return | 23.52% | 15.65%+7.9pp | -2.82%+26.3pp | 15.65%+7.9pp |
| Employer contribution / active EE | $8,470 | $3,231+162.1% | $5,016+68.9% | $3,231+162.1% |
| Participant deferral / active EE | $7,049 | $3,836+83.7% | $3,583+96.7% | $3,836+83.7% |
| Admin fee / account holder | $23,675 | $12,754+85.6% | $17,461+35.6% | $12,754+85.6% |