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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 | $191,402 | $84,236+127.2% | $170,435+12.3% | $70,126+172.9% |
| Participation rate | 98.4% | 70.8%+27.6pp | 83.6%+14.8pp | 69.5%+28.9pp |
| Annual return | 20.53% | 23.06%-2.5pp | 205.94%-185.4pp | 73.15%-52.6pp |
| Employer contribution / active EE | $6,531 | $3,387+92.8% | $5,432+20.2% | $2,343+178.8% |
| Participant deferral / active EE | $7,258 | $3,086+135.2% | $4,939+46.9% | $3,332+117.8% |
| Admin fee / account holder | $325 | $5,698-94.3% | $13,881-97.7% | $4,645-93.0% |