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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 | $234,477 | $114,712+104.4% | $173,730+35.0% | $87,485+168.0% |
| Participation rate | 81.5% | 73.0%+8.5pp | 79.6%+1.9pp | 68.9%+12.5pp |
| Annual return | 14.38% | 20.18%-5.8pp | 19.96%-5.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $7,906 | $2,904+172.2% | $4,577+72.7% | $2,596+204.5% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $37,773 | $10,210+270.0% | $17,523+115.6% | $7,775+385.8% |