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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 | $213,933 | $86,949+146.0% | $102,460+108.8% | $80,959+164.2% |
| Participation rate | 95.8% | 72.4%+23.4pp | 76.5%+19.3pp | 67.7%+28.2pp |
| Annual return | 19.27% | 18.89%+0.4pp | 29.47%-10.2pp | 35.67%-16.4pp |
| Employer contribution / active EE | $6,437 | $2,370+171.6% | $3,025+112.8% | $2,757+133.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,551 | $8,048-68.3% | $9,460-73.0% | $6,925-63.2% |