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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 | $83,056 | $60,349+37.6% | $74,184+12.0% | $62,881+32.1% |
| Participation rate | 96.9% | 72.7%+24.2pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | 8.40% | 21.38%-13.0pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $4,332 | $1,680+157.8% | $2,370+82.8% | $2,281+89.9% |
| Participant deferral / active EE | $5,109 | $2,856+78.9% | $3,550+43.9% | $3,203+59.5% |
| Admin fee / account holder | $15,223 | $4,261+257.3% | $5,586+172.5% | $4,296+254.4% |