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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 | $201,986 | $76,551+163.9% | $123,894+63.0% | $62,881+221.2% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 9.18% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-11.0pp |
| Employer contribution / active EE | $12,921 | $2,882+348.3% | $4,617+179.9% | $2,281+466.5% |
| Participant deferral / active EE | $11,746 | $4,840+142.7% | $5,984+96.3% | $3,203+266.7% |
| Admin fee / account holder | $6,074 | $4,826+25.9% | $8,357-27.3% | $4,296+41.4% |