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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 | $236,509 | $54,757+331.9% | $90,300+161.9% | $72,983+224.1% |
| Participation rate | 97.1% | 65.1%+32.0pp | 73.3%+23.9pp | 69.5%+27.7pp |
| Annual return | 25.71% | 30.63%-4.9pp | 78.11%-52.4pp | 81.01%-55.3pp |
| Employer contribution / active EE | $13,466 | $2,092+543.5% | $2,854+371.8% | $2,440+451.9% |
| Participant deferral / active EE | $5,899 | $2,887+104.4% | $3,884+51.9% | $3,608+63.5% |
| Admin fee / account holder | $2,238 | $3,972-43.7% | $5,353-58.2% | $5,124-56.3% |