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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 | $127,548 | $56,894+124.2% | $84,753+50.5% | $62,881+102.8% |
| Participation rate | 98.2% | 68.5%+29.7pp | 76.6%+21.6pp | 69.3%+28.9pp |
| Annual return | 7.34% | 6.30%+1.0pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $7,740 | $2,400+222.5% | $3,574+116.5% | $2,281+239.3% |
| Participant deferral / active EE | $4,461 | $2,709+64.7% | $3,712+20.2% | $3,203+39.3% |
| Admin fee / account holder | $6,417 | $3,581+79.2% | $5,333+20.3% | $4,296+49.4% |