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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 | $176,927 | $84,236+110.0% | $170,435+3.8% | $70,126+152.3% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 18.49% | 23.06%-4.6pp | 205.94%-187.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $6,511 | $3,387+92.2% | $5,432+19.8% | $2,343+177.9% |
| Participant deferral / active EE | $4,794 | $3,086+55.4% | $4,939-2.9% | $3,332+43.9% |
| Admin fee / account holder | $977 | $5,698-82.9% | $13,881-93.0% | $4,645-79.0% |