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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 | $171,547 | $57,140+200.2% | $85,240+101.3% | $80,959+111.9% |
| Participation rate | 98.0% | 56.4%+41.6pp | 67.5%+30.5pp | 67.7%+30.4pp |
| Annual return | 15.36% | 21.71%-6.4pp | 66.75%-51.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $5,875 | $1,802+226.0% | $2,735+114.8% | $2,757+113.1% |
| Participant deferral / active EE | $11,687 | $3,115+275.2% | $4,527+158.1% | $4,300+171.8% |
| Admin fee / account holder | $2,707 | $4,992-45.8% | $6,165-56.1% | $6,925-60.9% |