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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 | $197,584 | $80,992+144.0% | $96,534+104.7% | $75,173+162.8% |
| Participation rate | 93.8% | 71.8%+22.0pp | 76.0%+17.8pp | 67.2%+26.5pp |
| Annual return | 15.08% | 27.05%-12.0pp | 25.88%-10.8pp | 160.72%-145.6pp |
| Employer contribution / active EE | $10,673 | $2,283+367.6% | $2,965+259.9% | $2,671+299.6% |
| Participant deferral / active EE | $8,960 | $3,929+128.0% | $4,851+84.7% | $4,126+117.2% |
| Admin fee / account holder | $21,749 | $6,717+223.8% | $8,253+163.5% | $5,651+284.9% |