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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 | $138,228 | $57,352+141.0% | $83,831+64.9% | $64,173+115.4% |
| Participation rate | 90.7% | 68.6%+22.1pp | 76.1%+14.6pp | 69.6%+21.2pp |
| Annual return | 7.33% | 11.38%-4.1pp | 850.99%-843.7pp | 7.63%-0.3pp |
| Employer contribution / active EE | $6,925 | $2,546+172.0% | $3,631+90.7% | $2,381+190.9% |
| Participant deferral / active EE | $7,083 | $2,993+136.7% | $4,082+73.5% | $3,470+104.1% |
| Admin fee / account holder | $1,251 | $4,046-69.1% | $5,479-77.2% | $4,887-74.4% |