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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 | $234,282 | $56,894+311.8% | $84,753+176.4% | $62,881+272.6% |
| Participation rate | 96.2% | 68.5%+27.6pp | 76.6%+19.6pp | 69.3%+26.8pp |
| Annual return | 5.33% | 6.30%-1.0pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $7,414 | $2,400+208.9% | $3,574+107.4% | $2,281+225.0% |
| Participant deferral / active EE | $8,866 | $2,709+227.3% | $3,712+138.9% | $3,203+176.8% |
| Admin fee / account holder | $102,643 | $3,581+2766.4% | $5,333+1824.6% | $4,296+2289.4% |