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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 | $170,973 | $76,551+123.3% | $123,894+38.0% | $62,881+171.9% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 9.46% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $12,322 | $2,882+327.5% | $4,617+166.9% | $2,281+440.2% |
| Participant deferral / active EE | $9,350 | $4,840+93.2% | $5,984+56.2% | $3,203+191.9% |
| Admin fee / account holder | $33,275 | $4,826+589.5% | $8,357+298.2% | $4,296+674.6% |