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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 | $161,921 | $76,551+111.5% | $123,894+30.7% | $62,881+157.5% |
| Participation rate | 93.5% | 73.0%+20.6pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 6.92% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $6,871 | $2,882+138.4% | $4,617+48.8% | $2,281+201.2% |
| Participant deferral / active EE | $5,940 | $4,840+22.7% | $5,984-0.7% | $3,203+85.5% |
| Admin fee / account holder | $24,927 | $4,826+416.5% | $8,357+198.3% | $4,296+480.3% |