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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 | $84,554 | $43,075+96.3% | $74,577+13.4% | $62,881+34.5% |
| Participation rate | 84.6% | 58.1%+26.6pp | 68.1%+16.5pp | 69.3%+15.3pp |
| Annual return | 10.95% | 17.50%-6.6pp | 20.47%-9.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $5,433 | $1,498+262.8% | $2,525+115.1% | $2,281+138.2% |
| Participant deferral / active EE | $11,180 | $2,389+367.9% | $3,458+223.3% | $3,203+249.1% |
| Admin fee / account holder | $10,199 | $2,840+259.2% | $4,138+146.5% | $4,296+137.4% |