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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 | $221,877 | $79,557+178.9% | $118,746+86.9% | $70,126+216.4% |
| Participation rate | 93.3% | 71.4%+22.0pp | 78.3%+15.1pp | 69.5%+23.8pp |
| Annual return | 15.01% | 25.64%-10.6pp | 24.54%-9.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $10,647 | $2,861+272.1% | $4,193+153.9% | $2,343+354.5% |
| Participant deferral / active EE | $5,620 | $4,089+37.4% | $5,332+5.4% | $3,332+68.7% |
| Admin fee / account holder | $16,963 | $5,374+215.6% | $10,720+58.2% | $4,645+265.1% |