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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 | $198,855 | $51,708+284.6% | $106,619+86.5% | $62,881+216.2% |
| Participation rate | 88.6% | 66.9%+21.7pp | 78.0%+10.6pp | 69.3%+19.3pp |
| Annual return | 6.70% | 4.69%+2.0pp | 9.42%-2.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $8,119 | $1,764+360.4% | $3,947+105.7% | $2,281+256.0% |
| Participant deferral / active EE | $7,196 | $2,315+210.8% | $3,930+83.1% | $3,203+124.7% |
| Admin fee / account holder | $19,406 | $3,349+479.5% | $6,418+202.4% | $4,296+351.8% |