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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 | $182,740 | $87,834+108.1% | $133,975+36.4% | $62,881+190.6% |
| Participation rate | 92.8% | 83.4%+9.4pp | 87.1%+5.7pp | 69.3%+23.4pp |
| Annual return | 8.41% | 12.05%-3.6pp | 29.29%-20.9pp | 20.14%-11.7pp |
| Employer contribution / active EE | $6,852 | $3,482+96.8% | $5,211+31.5% | $2,281+200.4% |
| Participant deferral / active EE | $15,648 | $4,812+225.2% | $6,282+149.1% | $3,203+388.6% |
| Admin fee / account holder | $10,540 | $5,372+96.2% | $9,324+13.0% | $4,296+145.4% |