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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 | $240,650 | $101,798+136.4% | $165,071+45.8% | $80,935+197.3% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.7%+28.6pp |
| Annual return | 14.21% | 16.73%-2.5pp | 70.17%-56.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $7,407 | $2,954+150.7% | $4,347+70.4% | $2,757+168.7% |
| Participant deferral / active EE | $5,012 | $4,476+12.0% | $6,035-17.0% | $4,299+16.6% |
| Admin fee / account holder | $11,303 | $8,221+37.5% | $12,695-11.0% | $6,924+63.2% |