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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 | $200,954 | $77,816+158.2% | $123,552+62.6% | $64,173+213.1% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | 6.73% | 12.49%-5.8pp | 119.20%-112.5pp | 7.63%-0.9pp |
| Employer contribution / active EE | $6,078 | $3,014+101.6% | $4,628+31.3% | $2,381+155.3% |
| Participant deferral / active EE | $10,032 | $5,240+91.5% | $6,426+56.1% | $3,470+189.1% |
| Admin fee / account holder | $6,337 | $5,519+14.8% | $9,285-31.7% | $4,887+29.7% |