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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 | $248,543 | $76,551+224.7% | $123,894+100.6% | $62,881+295.3% |
| Participation rate | 92.3% | 73.0%+19.3pp | 81.4%+10.9pp | 69.3%+23.0pp |
| Annual return | 8.39% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $10,642 | $2,882+269.2% | $4,617+130.5% | $2,281+366.6% |
| Participant deferral / active EE | $9,109 | $4,840+88.2% | $5,984+52.2% | $3,203+184.4% |
| Admin fee / account holder | $1,870 | $4,826-61.2% | $8,357-77.6% | $4,296-56.5% |