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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 | $152,452 | $71,057+114.5% | $93,654+62.8% | $80,874+88.5% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.6%+30.0pp |
| Annual return | 15.25% | 11.26%+4.0pp | 133.34%-118.1pp | 35.62%-20.4pp |
| Employer contribution / active EE | $6,475 | $1,564+314.0% | $2,421+167.5% | $2,756+135.0% |
| Participant deferral / active EE | $4,794 | $4,034+18.9% | $4,413+8.6% | $4,297+11.6% |
| Admin fee / account holder | $42,409 | $6,944+510.7% | $8,282+412.0% | $6,935+511.5% |