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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 | $98,841 | $57,352+72.3% | $83,831+17.9% | $64,173+54.0% |
| Participation rate | 95.3% | 68.6%+26.7pp | 76.1%+19.2pp | 69.6%+25.8pp |
| Annual return | 7.22% | 11.38%-4.2pp | 850.99%-843.8pp | 7.63%-0.4pp |
| Employer contribution / active EE | $11,387 | $2,546+347.3% | $3,631+213.6% | $2,381+378.3% |
| Participant deferral / active EE | $2,870 | $2,993-4.1% | $4,082-29.7% | $3,470-17.3% |
| Admin fee / account holder | $6,640 | $4,046+64.1% | $5,479+21.2% | $4,887+35.9% |