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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 | $143,421 | $72,273+98.4% | $101,275+41.6% | $79,856+79.6% |
| Participation rate | 83.8% | 68.5%+15.3pp | 75.8%+8.0pp | 69.6%+14.1pp |
| Annual return | 12.48% | 22.30%-9.8pp | 46.48%-34.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $14,246 | $2,691+429.4% | $3,660+289.2% | $2,471+476.5% |
| Participant deferral / active EE | $2,182 | $3,282-33.5% | $4,371-50.1% | $3,741-41.7% |
| Admin fee / account holder | $24,175 | $4,401+449.3% | $5,948+306.4% | $5,306+355.6% |