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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 | $148,782 | $87,834+69.4% | $133,975+11.1% | $62,881+136.6% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | 8.76% | 12.05%-3.3pp | 29.29%-20.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $14,608 | $3,482+319.5% | $5,211+180.3% | $2,281+540.5% |
| Participant deferral / active EE | $12,852 | $4,812+167.1% | $6,282+104.6% | $3,203+301.3% |
| Admin fee / account holder | $11,219 | $5,372+108.8% | $9,324+20.3% | $4,296+161.2% |