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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 | $174,819 | $60,349+189.7% | $74,184+135.7% | $62,881+178.0% |
| Participation rate | 94.0% | 72.7%+21.3pp | 76.6%+17.4pp | 69.3%+24.7pp |
| Annual return | 8.23% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $6,002 | $1,680+257.2% | $2,370+153.2% | $2,281+163.1% |
| Participant deferral / active EE | $14,219 | $2,856+397.8% | $3,550+300.6% | $3,203+343.9% |
| Admin fee / account holder | $9,404 | $4,261+120.7% | $5,586+68.4% | $4,296+118.9% |