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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 | $141,983 | $87,834+61.7% | $133,975+6.0% | $62,881+125.8% |
| Participation rate | 93.0% | 83.4%+9.6pp | 87.1%+6.0pp | 69.3%+23.7pp |
| Annual return | 9.18% | 12.05%-2.9pp | 29.29%-20.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $9,895 | $3,482+184.2% | $5,211+89.9% | $2,281+333.8% |
| Participant deferral / active EE | $12,940 | $4,812+168.9% | $6,282+106.0% | $3,203+304.0% |
| Admin fee / account holder | $3,120 | $5,372-41.9% | $9,324-66.5% | $4,296-27.4% |