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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 | $184,323 | $81,504+126.2% | $102,437+79.9% | $80,959+127.7% |
| Participation rate | 97.0% | 66.9%+30.1pp | 74.5%+22.5pp | 67.7%+29.3pp |
| Annual return | 13.54% | 25.60%-12.1pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $7,474 | $3,104+140.8% | $3,871+93.1% | $2,757+171.1% |
| Participant deferral / active EE | $12,258 | $3,871+216.7% | $5,060+142.3% | $4,300+185.1% |
| Admin fee / account holder | $35,245 | $6,719+424.5% | $8,388+320.2% | $6,925+408.9% |