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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 | $51,642+186.0% | $129,384+14.2% | $80,935+82.5% |
| Participation rate | 92.7% | 56.9%+35.8pp | 69.6%+23.0pp | 67.7%+25.0pp |
| Annual return | 12.95% | 20.78%-7.8pp | 9461.77%-9448.8pp | 35.66%-22.7pp |
| Employer contribution / active EE | $7,763 | $1,583+390.4% | $4,153+86.9% | $2,757+181.6% |
| Participant deferral / active EE | $3,769 | $2,670+41.2% | $4,166-9.5% | $4,299-12.3% |
| Admin fee / account holder | $2,399 | $4,312-44.3% | $7,686-68.8% | $6,924-65.3% |