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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 | $183,222 | $76,551+139.3% | $123,894+47.9% | $62,881+191.4% |
| Participation rate | 91.9% | 73.0%+18.9pp | 81.4%+10.5pp | 69.3%+22.6pp |
| Annual return | 7.88% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $7,549 | $2,882+161.9% | $4,617+63.5% | $2,281+230.9% |
| Participant deferral / active EE | $9,684 | $4,840+100.1% | $5,984+61.8% | $3,203+202.3% |
| Admin fee / account holder | $379 | $4,826-92.1% | $8,357-95.5% | $4,296-91.2% |