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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 | $243,612 | $76,551+218.2% | $123,894+96.6% | $62,881+287.4% |
| Participation rate | 98.0% | 73.0%+25.0pp | 81.4%+16.6pp | 69.3%+28.7pp |
| Annual return | 7.31% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $24,117 | $2,882+736.7% | $4,617+422.4% | $2,281+957.4% |
| Participant deferral / active EE | $3,200 | $4,840-33.9% | $5,984-46.5% | $3,203-0.1% |
| Admin fee / account holder | $3,028 | $4,826-37.3% | $8,357-63.8% | $4,296-29.5% |