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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 | $227,725 | $96,731+135.4% | $123,973+83.7% | $86,983+161.8% |
| Participation rate | 86.2% | 70.0%+16.2pp | 76.7%+9.5pp | 69.5%+16.7pp |
| Annual return | 13.37% | 17.33%-4.0pp | 388.13%-374.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $2,630 | $3,297-20.2% | $4,126-36.3% | $2,584+1.8% |
| Participant deferral / active EE | $7,582 | $4,152+82.6% | $5,247+44.5% | $4,194+80.8% |
| Admin fee / account holder | $24,764 | $8,722+183.9% | $11,799+109.9% | $7,856+215.2% |