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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 | $159,221 | $56,894+179.9% | $84,753+87.9% | $62,881+153.2% |
| Participation rate | 87.5% | 68.5%+19.0pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 8.61% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,050 | $2,400+152.1% | $3,574+69.2% | $2,281+165.2% |
| Participant deferral / active EE | $4,396 | $2,709+62.3% | $3,712+18.4% | $3,203+37.2% |
| Admin fee / account holder | $13,559 | $3,581+278.7% | $5,333+154.3% | $4,296+215.7% |