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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 | $185,838 | $101,795+82.6% | $165,100+12.6% | $80,959+129.5% |
| Participation rate | 93.2% | 71.8%+21.4pp | 78.6%+14.6pp | 67.7%+25.5pp |
| Annual return | 12.70% | 16.73%-4.0pp | 70.21%-57.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $15,953 | $2,954+440.1% | $4,348+266.9% | $2,757+478.6% |
| Participant deferral / active EE | $6,797 | $4,476+51.9% | $6,035+12.6% | $4,300+58.1% |
| Admin fee / account holder | $11,844 | $8,221+44.1% | $12,696-6.7% | $6,925+71.0% |