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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 | $144,785 | $87,834+64.8% | $133,975+8.1% | $62,881+130.3% |
| Participation rate | 93.3% | 83.4%+10.0pp | 87.1%+6.3pp | 69.3%+24.0pp |
| Annual return | 11.27% | 12.05%-0.8pp | 29.29%-18.0pp | 20.14%-8.9pp |
| Employer contribution / active EE | $10,300 | $3,482+195.8% | $5,211+97.7% | $2,281+351.6% |
| Participant deferral / active EE | $11,350 | $4,812+135.9% | $6,282+80.7% | $3,203+254.4% |
| Admin fee / account holder | $10,673 | $5,372+98.7% | $9,324+14.5% | $4,296+148.4% |