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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 | $223,394 | $69,977+219.2% | $108,582+105.7% | $62,881+255.3% |
| Participation rate | 97.4% | 72.9%+24.5pp | 79.6%+17.8pp | 69.3%+28.1pp |
| Annual return | 10.64% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $6,803 | $2,135+218.7% | $3,758+81.0% | $2,281+198.3% |
| Participant deferral / active EE | $4,953 | $3,165+56.5% | $4,311+14.9% | $3,203+54.7% |
| Admin fee / account holder | $2,501 | $5,076-50.7% | $7,645-67.3% | $4,296-41.8% |