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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 | $241,274 | $81,476+196.1% | $102,383+135.7% | $80,925+198.1% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 14.41% | 25.59%-11.2pp | 24.94%-10.5pp | 35.65%-21.2pp |
| Employer contribution / active EE | $17,879 | $3,105+475.9% | $3,870+362.0% | $2,756+548.7% |
| Participant deferral / active EE | $7,424 | $3,871+91.8% | $5,060+46.7% | $4,299+72.7% |
| Admin fee / account holder | $9,580 | $6,717+42.6% | $8,391+14.2% | $6,940+38.0% |