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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 | $94,759 | $60,349+57.0% | $74,184+27.7% | $62,881+50.7% |
| Participation rate | 83.9% | 72.7%+11.2pp | 76.6%+7.3pp | 69.3%+14.6pp |
| Annual return | 9.07% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $11,690 | $1,680+595.7% | $2,370+393.2% | $2,281+412.5% |
| Participant deferral / active EE | $5,937 | $2,856+107.8% | $3,550+67.2% | $3,203+85.3% |
| Admin fee / account holder | $14,172 | $4,261+232.6% | $5,586+153.7% | $4,296+229.9% |