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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 | $248,243 | $95,453+160.1% | $112,040+121.6% | $82,448+201.1% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.5%+19.1pp | 68.1%+27.5pp |
| Annual return | 14.47% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,062 | $2,318-54.2% | $2,954-64.0% | $2,551-58.4% |
| Participant deferral / active EE | $10,952 | $4,224+159.3% | $5,098+114.8% | $4,139+164.6% |
| Admin fee / account holder | $26,111 | $9,013+189.7% | $12,098+115.8% | $7,234+260.9% |