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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 | $185,449 | $60,349+207.3% | $74,184+150.0% | $62,881+194.9% |
| Participation rate | 96.8% | 72.7%+24.1pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 9.47% | 21.38%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $4,656 | $1,680+177.1% | $2,370+96.4% | $2,281+104.1% |
| Participant deferral / active EE | $6,458 | $2,856+126.1% | $3,550+81.9% | $3,203+101.6% |
| Admin fee / account holder | $12,637 | $4,261+196.6% | $5,586+126.2% | $4,296+194.2% |