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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 | $189,243 | $56,894+232.6% | $84,753+123.3% | $62,881+201.0% |
| Participation rate | 98.6% | 68.5%+30.1pp | 76.6%+22.0pp | 69.3%+29.3pp |
| Annual return | 8.29% | 6.30%+2.0pp | 22.78%-14.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $11,290 | $2,400+370.5% | $3,574+215.9% | $2,281+395.0% |
| Participant deferral / active EE | $6,092 | $2,709+124.9% | $3,712+64.1% | $3,203+90.2% |
| Admin fee / account holder | $14,765 | $3,581+312.3% | $5,333+176.9% | $4,296+243.7% |