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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 | $142,008 | $94,529+50.2% | $140,019+1.4% | $64,173+121.3% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | 8.81% | 7.77%+1.0pp | 651.15%-642.3pp | 7.63%+1.2pp |
| Employer contribution / active EE | $16,517 | $3,812+333.2% | $5,605+194.7% | $2,381+593.8% |
| Participant deferral / active EE | $14,418 | $5,250+174.6% | $6,927+108.2% | $3,470+315.5% |
| Admin fee / account holder | $1,758 | $6,741-73.9% | $10,705-83.6% | $4,887-64.0% |