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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 | $238,860 | $69,444+244.0% | $92,985+156.9% | $87,485+173.0% |
| Participation rate | 92.3% | 63.3%+29.0pp | 69.5%+22.8pp | 68.9%+23.4pp |
| Annual return | 13.72% | 23.85%-10.1pp | 27.99%-14.3pp | 26.06%-12.3pp |
| Employer contribution / active EE | $9,721 | $1,917+407.1% | $2,662+265.2% | $2,596+274.4% |
| Participant deferral / active EE | $16,068 | $3,364+377.7% | $4,377+267.1% | $4,274+276.0% |
| Admin fee / account holder | $26,272 | $6,137+328.1% | $9,463+177.6% | $7,775+237.9% |