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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 | $105,315 | $64,919+62.2% | $392,568-73.2% | $65,186+61.6% |
| Participation rate | 97.7% | 72.0%+25.7pp | 78.1%+19.6pp | 70.2%+27.5pp |
| Annual return | 22.66% | 26.09%-3.4pp | 24.42%-1.8pp | 29.39%-6.7pp |
| Employer contribution / active EE | $11,554 | $2,374+386.6% | $3,783+205.4% | $2,177+430.8% |
| Participant deferral / active EE | $9,355 | $3,668+155.0% | $5,985+56.3% | $3,514+166.2% |
| Admin fee / account holder | $4,174 | $634+558.5% | $6,260-33.3% | $847+392.6% |