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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 | $108,268 | $50,643+113.8% | $106,619+1.5% | $55,167+96.3% |
| Participation rate | 98.0% | 65.6%+32.4pp | 78.0%+20.0pp | 69.0%+29.0pp |
| Annual return | 8.63% | 7.02%+1.6pp | 9.42%-0.8pp | 169.23%-160.6pp |
| Employer contribution / active EE | $6,381 | $1,626+292.5% | $3,947+61.7% | $1,963+225.1% |
| Participant deferral / active EE | $4,408 | $2,208+99.7% | $3,930+12.2% | $3,054+44.3% |
| Admin fee / account holder | $10,495 | $488+2051.3% | $6,418+63.5% | $504+1982.8% |