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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 | $117,312 | $60,349+94.4% | $74,184+58.1% | $62,881+86.6% |
| Participation rate | 97.7% | 72.7%+24.9pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | 6.44% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $6,054 | $1,680+260.3% | $2,370+155.4% | $2,281+165.4% |
| Participant deferral / active EE | $4,430 | $2,856+55.1% | $3,550+24.8% | $3,203+38.3% |
| Admin fee / account holder | $12,842 | $4,261+201.4% | $5,586+129.9% | $4,296+198.9% |