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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 | $111,908 | $60,349+85.4% | $74,184+50.9% | $62,881+78.0% |
| Participation rate | 97.8% | 72.7%+25.1pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 7.11% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $5,592 | $1,680+232.8% | $2,370+135.9% | $2,281+145.2% |
| Participant deferral / active EE | $11,354 | $2,856+297.5% | $3,550+219.8% | $3,203+254.5% |
| Admin fee / account holder | $1,983 | $4,261-53.5% | $5,586-64.5% | $4,296-53.8% |