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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 | $75,541+190.6% | $152,093+44.3% | $82,637+165.6% |
| Participation rate | 90.9% | 66.5%+24.4pp | 77.8%+13.1pp | 68.1%+22.9pp |
| Annual return | 15.99% | 32.56%-16.6pp | 66.36%-50.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $3,874 | $2,622+47.7% | $4,175-7.2% | $2,552+51.8% |
| Participant deferral / active EE | $5,483 | $3,206+71.0% | $5,451+0.6% | $4,126+32.9% |
| Admin fee / account holder | $30,487 | $6,405+376.0% | $14,497+110.3% | $7,339+315.4% |