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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 | $240,447 | $57,590+317.5% | $86,233+178.8% | $82,448+191.6% |
| Participation rate | 96.0% | 57.9%+38.1pp | 69.0%+27.0pp | 68.1%+27.9pp |
| Annual return | 14.69% | 22.41%-7.7pp | 61.39%-46.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $7,688 | $1,655+364.5% | $2,504+207.0% | $2,551+201.4% |
| Participant deferral / active EE | $7,172 | $3,080+132.9% | $4,559+57.3% | $4,139+73.3% |
| Admin fee / account holder | $83,146 | $4,730+1657.7% | $8,342+896.7% | $7,234+1049.3% |