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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 | $213,627 | $45,082+373.9% | $69,464+207.5% | $72,975+192.7% |
| Participation rate | 96.4% | 68.5%+27.9pp | 74.6%+21.8pp | 69.5%+26.9pp |
| Annual return | 20.08% | 22.66%-2.6pp | 28.98%-8.9pp | 81.01%-60.9pp |
| Employer contribution / active EE | $10,290 | $2,055+400.6% | $2,779+270.2% | $2,440+321.7% |
| Participant deferral / active EE | $11,092 | $2,604+326.0% | $3,536+213.7% | $3,608+207.5% |
| Admin fee / account holder | $1,330 | $3,057-56.5% | $3,840-65.4% | $5,124-74.0% |