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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 | $184,763 | $76,551+141.4% | $123,894+49.1% | $62,881+193.8% |
| Participation rate | 95.8% | 73.0%+22.9pp | 81.4%+14.4pp | 69.3%+26.5pp |
| Annual return | 10.24% | 18.68%-8.4pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $11,125 | $2,882+286.0% | $4,617+141.0% | $2,281+387.7% |
| Participant deferral / active EE | $7,891 | $4,840+63.0% | $5,984+31.9% | $3,203+146.4% |
| Admin fee / account holder | $8,723 | $4,826+80.8% | $8,357+4.4% | $4,296+103.1% |