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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 | $110,308 | $76,551+44.1% | $123,894-11.0% | $62,881+75.4% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.4pp | 69.3%+28.5pp |
| Annual return | 11.73% | 18.68%-6.9pp | 47.52%-35.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $10,953 | $2,882+280.0% | $4,617+137.2% | $2,281+380.2% |
| Participant deferral / active EE | $8,394 | $4,840+73.4% | $5,984+40.3% | $3,203+162.1% |
| Admin fee / account holder | $7,087 | $4,826+46.9% | $8,357-15.2% | $4,296+65.0% |