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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 | $219,519 | $76,407+187.3% | $150,298+46.1% | $82,448+166.3% |
| Participation rate | 90.9% | 66.4%+24.5pp | 77.8%+13.1pp | 68.1%+22.8pp |
| Annual return | 15.99% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,874 | $2,614+48.2% | $4,154-6.7% | $2,551+51.9% |
| Participant deferral / active EE | $5,483 | $3,214+70.6% | $5,453+0.5% | $4,139+32.5% |
| Admin fee / account holder | $30,487 | $6,352+380.0% | $14,116+116.0% | $7,234+321.4% |