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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 | $122,390 | $51,708+136.7% | $106,619+14.8% | $62,881+94.6% |
| Participation rate | 96.1% | 66.9%+29.2pp | 78.0%+18.1pp | 69.3%+26.8pp |
| Annual return | 21.25% | 4.69%+16.6pp | 9.42%+11.8pp | 20.14%+1.1pp |
| Employer contribution / active EE | $9,680 | $1,764+448.9% | $3,947+145.3% | $2,281+324.4% |
| Participant deferral / active EE | $4,497 | $2,315+94.2% | $3,930+14.4% | $3,203+40.4% |
| Admin fee / account holder | $2,187 | $3,349-34.7% | $6,418-65.9% | $4,296-49.1% |