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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 | $202,851 | $56,894+256.5% | $84,753+139.3% | $62,881+222.6% |
| Participation rate | 81.8% | 68.5%+13.3pp | 76.6%+5.2pp | 69.3%+12.5pp |
| Annual return | 10.00% | 6.30%+3.7pp | 22.78%-12.8pp | 20.14%-10.1pp |
| Employer contribution / active EE | $10,243 | $2,400+326.8% | $3,574+186.6% | $2,281+349.1% |
| Participant deferral / active EE | $7,813 | $2,709+188.4% | $3,712+110.5% | $3,203+143.9% |
| Admin fee / account holder | $4,932 | $3,581+37.7% | $5,333-7.5% | $4,296+14.8% |