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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 | $69,861 | $39,132+78.5% | $57,196+22.1% | $62,881+11.1% |
| Participation rate | 95.7% | 70.5%+25.3pp | 75.3%+20.4pp | 69.3%+26.4pp |
| Annual return | 11.00% | 9.24%+1.8pp | 14.59%-3.6pp | 20.14%-9.1pp |
| Employer contribution / active EE | $4,305 | $1,874+129.7% | $2,683+60.5% | $2,281+88.7% |
| Participant deferral / active EE | $4,888 | $2,374+105.9% | $3,096+57.9% | $3,203+52.6% |
| Admin fee / account holder | $4,888 | $2,594+88.4% | $3,141+55.6% | $4,296+13.8% |