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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 | $117,502 | $57,119+105.7% | $85,187+37.9% | $80,935+45.2% |
| Participation rate | 96.4% | 56.4%+40.0pp | 67.5%+28.9pp | 67.7%+28.8pp |
| Annual return | 17.91% | 21.70%-3.8pp | 66.67%-48.8pp | 35.66%-17.7pp |
| Employer contribution / active EE | $8,206 | $1,802+355.5% | $2,732+200.3% | $2,757+197.7% |
| Participant deferral / active EE | $10,218 | $3,115+228.1% | $4,525+125.8% | $4,299+137.7% |
| Admin fee / account holder | $12,034 | $4,990+141.2% | $6,162+95.3% | $6,924+73.8% |