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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 | $126,177 | $56,894+121.8% | $84,753+48.9% | $62,881+100.7% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 8.85% | 6.30%+2.5pp | 22.78%-13.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,939 | $2,400+105.8% | $3,574+38.2% | $2,281+116.6% |
| Participant deferral / active EE | $2,763 | $2,709+2.0% | $3,712-25.6% | $3,203-13.7% |
| Admin fee / account holder | $11,428 | $3,581+219.1% | $5,333+114.3% | $4,296+166.0% |