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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 | $231,163 | $62,549+269.6% | $85,705+169.7% | $85,851+169.3% |
| Participation rate | 96.9% | 61.1%+35.7pp | 69.9%+27.0pp | 69.3%+27.6pp |
| Annual return | 28.52% | 23.77%+4.7pp | 21.49%+7.0pp | 318.63%-290.1pp |
| Employer contribution / active EE | $4,104 | $1,755+133.8% | $2,619+56.7% | $2,565+60.0% |
| Participant deferral / active EE | $4,574 | $2,802+63.2% | $3,924+16.6% | $3,952+15.7% |
| Admin fee / account holder | $20,010 | $4,644+330.9% | $6,877+191.0% | $6,261+219.6% |