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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 | $183,555 | $76,551+139.8% | $123,894+48.2% | $62,881+191.9% |
| Participation rate | 95.2% | 73.0%+22.3pp | 81.4%+13.8pp | 69.3%+25.9pp |
| Annual return | 6.91% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $13,102 | $2,882+354.6% | $4,617+183.8% | $2,281+474.4% |
| Participant deferral / active EE | $18,094 | $4,840+273.9% | $5,984+202.4% | $3,203+464.9% |
| Admin fee / account holder | $11,133 | $4,826+130.7% | $8,357+33.2% | $4,296+159.2% |