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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 | $121,737 | $60,349+101.7% | $74,184+64.1% | $62,881+93.6% |
| Participation rate | 95.6% | 72.7%+22.8pp | 76.6%+18.9pp | 69.3%+26.3pp |
| Annual return | 9.41% | 21.38%-12.0pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $7,746 | $1,680+361.0% | $2,370+226.8% | $2,281+239.6% |
| Participant deferral / active EE | $8,138 | $2,856+184.9% | $3,550+129.2% | $3,203+154.1% |
| Admin fee / account holder | $15,310 | $4,261+259.3% | $5,586+174.1% | $4,296+256.4% |