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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 | $69,927 | $56,894+22.9% | $84,753-17.5% | $62,881+11.2% |
| Participation rate | 98.6% | 68.5%+30.1pp | 76.6%+22.0pp | 69.3%+29.3pp |
| Annual return | 7.55% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $12,133 | $2,400+405.6% | $3,574+239.4% | $2,281+431.9% |
| Participant deferral / active EE | $2,094 | $2,709-22.7% | $3,712-43.6% | $3,203-34.6% |
| Admin fee / account holder | $8,581 | $3,581+139.6% | $5,333+60.9% | $4,296+99.8% |