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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 | $161,887 | $64,359+151.5% | $90,161+79.6% | $70,124+130.9% |
| Participation rate | 98.7% | 70.4%+28.3pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 15.21% | 28.13%-12.9pp | 34.89%-19.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $7,897 | $2,046+286.0% | $3,318+138.0% | $2,342+237.1% |
| Participant deferral / active EE | $2,864 | $4,389-34.7% | $5,287-45.8% | $3,332-14.0% |
| Admin fee / account holder | $14,880 | $3,945+277.2% | $5,943+150.4% | $4,645+220.3% |