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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 | $115,212 | $56,894+102.5% | $84,753+35.9% | $62,881+83.2% |
| Participation rate | 97.1% | 68.5%+28.5pp | 76.6%+20.5pp | 69.3%+27.8pp |
| Annual return | 8.38% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $6,244 | $2,400+160.2% | $3,574+74.7% | $2,281+173.7% |
| Participant deferral / active EE | $7,290 | $2,709+169.1% | $3,712+96.4% | $3,203+127.6% |
| Admin fee / account holder | $2,867 | $3,581-19.9% | $5,333-46.2% | $4,296-33.3% |