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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 | $84,942 | $60,349+40.8% | $74,184+14.5% | $62,881+35.1% |
| Participation rate | 81.2% | 72.7%+8.4pp | 76.6%+4.5pp | 69.3%+11.9pp |
| Annual return | 8.81% | 21.38%-12.6pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $5,169 | $1,680+207.6% | $2,370+118.1% | $2,281+126.6% |
| Participant deferral / active EE | $12,922 | $2,856+352.4% | $3,550+264.0% | $3,203+303.4% |
| Admin fee / account holder | $9,694 | $4,261+127.5% | $5,586+73.5% | $4,296+125.7% |