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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 | $241,739 | $87,132+177.4% | $105,624+128.9% | $80,959+198.6% |
| Participation rate | 96.6% | 70.4%+26.2pp | 75.3%+21.3pp | 67.7%+28.9pp |
| Annual return | 13.00% | 17.03%-4.0pp | 116.20%-103.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $6,424 | $2,397+168.0% | $3,168+102.8% | $2,757+133.0% |
| Participant deferral / active EE | $4,635 | $3,985+16.3% | $5,013-7.5% | $4,300+7.8% |
| Admin fee / account holder | $4,317 | $8,449-48.9% | $10,961-60.6% | $6,925-37.7% |