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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 | $240,990 | $58,057+315.1% | $97,032+148.4% | $86,983+177.1% |
| Participation rate | 97.8% | 60.4%+37.4pp | 71.6%+26.2pp | 69.5%+28.2pp |
| Annual return | 17.99% | 22.26%-4.3pp | 35.38%-17.4pp | 25.83%-7.8pp |
| Employer contribution / active EE | $8,126 | $1,663+388.5% | $2,629+209.1% | $2,584+214.4% |
| Participant deferral / active EE | $13,275 | $3,244+309.2% | $4,672+184.1% | $4,194+216.6% |
| Admin fee / account holder | $10,751 | $4,839+122.2% | $9,418+14.2% | $7,856+36.9% |