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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 | $156,487 | $54,757+185.8% | $90,304+73.3% | $72,975+114.4% |
| Participation rate | 94.2% | 65.2%+29.1pp | 73.3%+21.0pp | 69.5%+24.7pp |
| Annual return | 22.27% | 30.63%-8.4pp | 78.13%-55.9pp | 81.01%-58.7pp |
| Employer contribution / active EE | $9,474 | $2,093+352.6% | $2,855+231.8% | $2,440+288.3% |
| Participant deferral / active EE | $9,306 | $2,887+222.3% | $3,885+139.5% | $3,608+157.9% |
| Admin fee / account holder | $2,168 | $3,973-45.4% | $5,354-59.5% | $5,124-57.7% |