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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 | $148,862 | $49,177+202.7% | $79,467+87.3% | $64,173+132.0% |
| Participation rate | 95.1% | 65.0%+30.1pp | 73.3%+21.8pp | 69.6%+25.6pp |
| Annual return | 9.79% | -1.16%+10.9pp | 718.30%-708.5pp | 7.63%+2.2pp |
| Employer contribution / active EE | $2,661 | $2,076+28.2% | $2,800-5.0% | $2,381+11.8% |
| Participant deferral / active EE | $6,209 | $2,821+120.1% | $3,704+67.6% | $3,470+79.0% |
| Admin fee / account holder | $8,288 | $3,839+115.9% | $5,104+62.4% | $4,887+69.6% |