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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 | $195,591 | $73,978+164.4% | $96,515+102.7% | $75,173+160.2% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.3pp |
| Annual return | 21.64% | 26.72%-5.1pp | 35.73%-14.1pp | 160.72%-139.1pp |
| Employer contribution / active EE | $11,016 | $2,931+275.9% | $3,740+194.6% | $2,671+312.4% |
| Participant deferral / active EE | $8,065 | $3,660+120.4% | $4,880+65.3% | $4,126+95.5% |
| Admin fee / account holder | $1,290 | $5,219-75.3% | $6,735-80.9% | $5,651-77.2% |