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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 | $224,313 | $76,551+193.0% | $123,894+81.1% | $62,881+256.7% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.8pp | 69.3%+26.9pp |
| Annual return | 10.01% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $4,954 | $2,882+71.9% | $4,617+7.3% | $2,281+117.2% |
| Participant deferral / active EE | $8,500 | $4,840+75.6% | $5,984+42.0% | $3,203+165.4% |
| Admin fee / account holder | $16,514 | $4,826+242.2% | $8,357+97.6% | $4,296+284.4% |