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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 | $213,660 | $77,817+174.6% | $123,553+72.9% | $64,173+232.9% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | 7.24% | 12.49%-5.2pp | 119.21%-112.0pp | 7.63%-0.4pp |
| Employer contribution / active EE | $5,441 | $3,014+80.5% | $4,628+17.6% | $2,381+128.5% |
| Participant deferral / active EE | $6,480 | $5,240+23.7% | $6,426+0.8% | $3,470+86.8% |
| Admin fee / account holder | $11,608 | $5,519+110.3% | $9,284+25.0% | $4,887+137.5% |