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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 | $227,564 | $87,834+159.1% | $133,975+69.9% | $62,881+261.9% |
| Participation rate | 98.1% | 83.4%+14.7pp | 87.1%+11.0pp | 69.3%+28.8pp |
| Annual return | 9.27% | 12.05%-2.8pp | 29.29%-20.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $7,308 | $3,482+109.8% | $5,211+40.2% | $2,281+220.4% |
| Participant deferral / active EE | $12,964 | $4,812+169.4% | $6,282+106.4% | $3,203+304.7% |
| Admin fee / account holder | $23,514 | $5,372+337.7% | $9,324+152.2% | $4,296+447.4% |