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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 | $99,347 | $51,708+92.1% | $106,619-6.8% | $62,881+58.0% |
| Participation rate | 84.6% | 66.9%+17.7pp | 78.0%+6.6pp | 69.3%+15.3pp |
| Annual return | 7.11% | 4.69%+2.4pp | 9.42%-2.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,037 | $1,764+72.2% | $3,947-23.0% | $2,281+33.2% |
| Participant deferral / active EE | $4,042 | $2,315+74.6% | $3,930+2.9% | $3,203+26.2% |
| Admin fee / account holder | $13,178 | $3,349+293.5% | $6,418+105.3% | $4,296+206.8% |