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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 | $174,269 | $39,132+345.3% | $57,196+204.7% | $62,881+177.1% |
| Participation rate | 98.8% | 70.5%+28.3pp | 75.3%+23.4pp | 69.3%+29.5pp |
| Annual return | 10.51% | 9.24%+1.3pp | 14.59%-4.1pp | 20.14%-9.6pp |
| Employer contribution / active EE | $8,888 | $1,874+374.3% | $2,683+231.3% | $2,281+289.7% |
| Participant deferral / active EE | $9,840 | $2,374+314.4% | $3,096+217.8% | $3,203+207.2% |
| Admin fee / account holder | $5,342 | $2,594+105.9% | $3,141+70.1% | $4,296+24.4% |