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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 | $226,554 | $52,580+330.9% | $71,671+216.1% | $70,126+223.1% |
| Participation rate | 96.3% | 60.9%+35.4pp | 68.7%+27.6pp | 69.5%+26.8pp |
| Annual return | 15.04% | 20.25%-5.2pp | 20.65%-5.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $17,815 | $1,616+1002.6% | $2,460+624.3% | $2,343+660.5% |
| Participant deferral / active EE | $7,634 | $2,386+219.9% | $3,438+122.1% | $3,332+129.1% |
| Admin fee / account holder | $62,859 | $3,653+1620.8% | $5,558+1030.9% | $4,645+1253.1% |