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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 | $202,649 | $51,638+292.4% | $68,368+196.4% | $82,448+145.8% |
| Participation rate | 93.6% | 63.6%+30.0pp | 73.8%+19.9pp | 68.1%+25.5pp |
| Annual return | 17.27% | 37.53%-20.3pp | 292.57%-275.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $6,795 | $2,047+232.0% | $2,649+156.5% | $2,551+166.4% |
| Participant deferral / active EE | $7,316 | $2,914+151.1% | $4,123+77.4% | $4,139+76.7% |
| Admin fee / account holder | $7,465 | $4,643+60.8% | $5,150+45.0% | $7,234+3.2% |