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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 | $161,596 | $77,816+107.7% | $123,552+30.8% | $64,173+151.8% |
| Participation rate | 97.6% | 74.7%+22.8pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | 10.56% | 12.49%-1.9pp | 119.20%-108.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $8,464 | $3,014+180.8% | $4,628+82.9% | $2,381+255.5% |
| Participant deferral / active EE | $9,487 | $5,240+81.0% | $6,426+47.6% | $3,470+173.4% |
| Admin fee / account holder | $9,118 | $5,519+65.2% | $9,285-1.8% | $4,887+86.6% |