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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 | $147,705 | $51,638+186.0% | $129,406+14.1% | $80,959+82.4% |
| Participation rate | 92.7% | 56.9%+35.8pp | 69.6%+23.0pp | 67.7%+25.0pp |
| Annual return | 12.95% | 20.78%-7.8pp | 9468.18%-9455.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $7,763 | $1,584+390.3% | $4,155+86.8% | $2,757+181.6% |
| Participant deferral / active EE | $3,769 | $2,670+41.2% | $4,167-9.5% | $4,300-12.3% |
| Admin fee / account holder | $2,399 | $4,313-44.4% | $7,689-68.8% | $6,925-65.4% |