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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 | $173,435 | $77,817+122.9% | $123,553+40.4% | $64,173+170.3% |
| Participation rate | 92.5% | 74.7%+17.8pp | 82.3%+10.2pp | 69.6%+22.9pp |
| Annual return | 5.77% | 12.49%-6.7pp | 119.21%-113.4pp | 7.63%-1.9pp |
| Employer contribution / active EE | $8,251 | $3,014+173.8% | $4,628+78.3% | $2,381+246.6% |
| Participant deferral / active EE | $8,853 | $5,240+68.9% | $6,426+37.8% | $3,470+155.1% |
| Admin fee / account holder | $21,290 | $5,519+285.7% | $9,284+129.3% | $4,887+335.6% |