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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 | $243,489 | $77,472+214.3% | $100,392+142.5% | $80,935+200.8% |
| Participation rate | 95.8% | 76.9%+18.9pp | 81.5%+14.3pp | 67.7%+28.2pp |
| Annual return | 15.18% | 37.26%-22.1pp | 49.45%-34.3pp | 35.66%-20.5pp |
| Employer contribution / active EE | $9,606 | $2,800+243.0% | $3,941+143.7% | $2,757+248.5% |
| Participant deferral / active EE | $5,122 | $6,818-24.9% | $8,090-36.7% | $4,299+19.1% |
| Admin fee / account holder | $32,029 | $5,885+444.3% | $7,904+305.2% | $6,924+362.6% |