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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 | $155,021 | $47,944+223.3% | $67,834+128.5% | $62,881+146.5% |
| Participation rate | 95.0% | 61.1%+33.9pp | 68.8%+26.2pp | 69.3%+25.7pp |
| Annual return | 14.38% | 11.77%+2.6pp | 138.47%-124.1pp | 20.14%-5.8pp |
| Employer contribution / active EE | $2,716 | $1,562+73.9% | $2,403+13.0% | $2,281+19.1% |
| Participant deferral / active EE | $7,289 | $2,247+224.4% | $3,160+130.7% | $3,203+127.6% |
| Admin fee / account holder | $13,493 | $3,712+263.5% | $4,622+191.9% | $4,296+214.1% |