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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 | $112,436 | $66,764+68.4% | $88,497+27.1% | $62,881+78.8% |
| Participation rate | 98.5% | 77.3%+21.3pp | 82.4%+16.1pp | 69.3%+29.2pp |
| Annual return | 8.65% | 10.37%-1.7pp | 7.63%+1.0pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,692 | $3,077+117.5% | $4,036+65.8% | $2,281+193.4% |
| Participant deferral / active EE | $11,820 | $3,976+197.3% | $4,899+141.3% | $3,203+269.0% |
| Admin fee / account holder | $10,389 | $4,668+122.6% | $6,220+67.0% | $4,296+141.8% |