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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 | $161,222 | $56,894+183.4% | $84,753+90.2% | $62,881+156.4% |
| Participation rate | 84.6% | 68.5%+16.1pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 5.14% | 6.30%-1.2pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $10,974 | $2,400+357.3% | $3,574+207.0% | $2,281+381.1% |
| Participant deferral / active EE | $3,716 | $2,709+37.2% | $3,712+0.1% | $3,203+16.0% |
| Admin fee / account holder | $8,086 | $3,581+125.8% | $5,333+51.6% | $4,296+88.2% |