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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 | $201,008 | $81,358+147.1% | $155,556+29.2% | $80,959+148.3% |
| Participation rate | 98.7% | 66.3%+32.4pp | 78.2%+20.5pp | 67.7%+31.0pp |
| Annual return | 11.56% | 33.39%-21.8pp | 64.84%-53.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $10,605 | $3,106+241.4% | $4,675+126.8% | $2,757+284.6% |
| Participant deferral / active EE | $8,365 | $3,455+142.1% | $5,631+48.6% | $4,300+94.5% |
| Admin fee / account holder | $10,105 | $7,994+26.4% | $15,885-36.4% | $6,925+45.9% |